CAP STRAT
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About Us
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Expertise You Can Trust

As an independent firm, we combine a level of service, adaptability, and the right people to help you meet your goals.

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Behind the Scenes

CAP STRAT Culture

Company Overview

Get to Know Us

Building upon a strong foundation of financial industry experience, our founders joined forces in 2003 to build an organization committed to supporting our clients with comprehensive services, in-depth knowledge, and thoughtful leadership.

Today, CAP STRAT specializes in helping both individuals and institutions meet their wealth management and investment goals.

An established and growing firm, we’ve built a dynamic, independent team dedicated to delivering advice that always puts our clients first.

What we offer

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The CAP STRAT Way

Our actions are aligned with our purpose – to support:

  • Fiduciaries to govern with excellence
  • Individuals and families pursue the life of their dreams
  • Team members to thrive personally, professionally, and financially

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Meet Your Team

Partner with us and get 100+ years of collective investment and retirement experience. We’ve built an impressive team of professionals, including consultants, analysts, operations professionals, and management—and you always get a highly engaged team focused on supporting your success.

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Acting with Integrity

Our Fiduciary Responsibility

At CAP STRAT, as a Registered Investment Advisor, we are legally and ethically bound to put your needs first. But to us, it’s more than just a compliance requirement—it’s the guiding principle for all our work, from our research and analysis, through the discussion and execution of our recommendations.

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