STRATEGY CAP, LLC

STRATEGY CAP, LLC of BEND, OR is an SEC-registered investment adviser (CRD 323391). Regulatory assets under management: $64.8M.

Registration

• CRD: 323391
• SEC file number: 801-126756
• Type: Registered investment adviser
• Location: 360 SW POWERHOUSE DRIVE, BEND, OR, 97702
• Phone: 541-585-3737
• Latest filing: 2026-03-30
• Regulatory AUM: $64.8M
• Discretionary AUM: $64.8M
• Clients: 2
• Accounts: 129

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323391 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search