Statheros Financial Solutions, Inc.
● SEC registered since 2019CRD 306217SEC# 801-117649El Dorado Hills, CA
Reg. AUM
$926.2M
Employees
15
Accounts
1,430
Location
El Dorado Hills, CA
Statheros Financial Solutions, Inc. assets under management
Statheros Financial Solutions, Inc. is an investment advisory firm registered with the SEC based in El Dorado Hills, CA. The firm has been registered since 2019. It reports $926.2 million in regulatory assets under management and employs 15 people.
Statheros Financial Solutions, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Richard Parsons Control | President & Ceo | Over 75% | 2019 |
| Kelly L. Roemers Control | Cco/Cfo | 10-25% | 2019 |
Frequently asked questions
How much does Statheros Financial Solutions, Inc. manage?
Statheros Financial Solutions, Inc. reports $926.2 million in regulatory assets under management on its Form ADV.
How many employees does Statheros Financial Solutions, Inc. have?
Statheros Financial Solutions, Inc. reports 15 employees.
Where is Statheros Financial Solutions, Inc. located?
Statheros Financial Solutions, Inc. is based in El Dorado Hills, CA and has been SEC-registered since 2019.
Does Statheros Financial Solutions, Inc. disclose fund performance?
Statheros Financial Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 |
| Phone | 916-932-1219 |
| Office hours | 8:00 - 3:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$926.2M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$926.2Mregulatory AUM
Discretionary $926.2M