RIA Intel›Advisers›California›STATHEROS FINANCIAL SOLUTIONS, INC.

STATHEROS FINANCIAL SOLUTIONS, INC.

Advisory

N·EL DORADO HILLS, CA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$926M
1-Year AUM Growth
+22.0%
3-Year CAGR
+6.3%
Employees
11
Assets Under Management
Total AUM$926M
Discretionary AUM$926M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients617
Team
Total Employees11
Investment Advisers15
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record23
First FilingOct 17, 2019
Latest FilingMar 20, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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