RIA Intel›Advisers›Ohio›STRATOS INVESTMENT MANAGEMENT, LLC

STRATOS INVESTMENT MANAGEMENT, LLC

Advisory

N·BEACHWOOD, OH

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM
$3.3B
1-Year AUM Growth
+33.7%
3-Year CAGR
+33.1%
Employees
4
Assets Under Management
Total AUM$3.3B
Discretionary AUM$3.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees4
Investment Advisers89
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record33
First FilingMay 17, 2016
Latest FilingJul 1, 2026
🔒 Full AUM trend chart and 33 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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