Stratos Investment Management, LLC
● SEC registered since 2016CRD 283850SEC# 801-107873Beachwood, OH
Reg. AUM
$3.31B
Employees
89
Accounts
7,664
Location
Beachwood, OH
Stratos Investment Management, LLC assets under management
Stratos Investment Management, LLC operates as an SEC-registered investment adviser based in Beachwood, OH. The firm has been registered since 2016. It reports $3.3 billion in regulatory assets under management and employs 89 people.
Stratos Investment Management, LLC owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charis Ivana Jones Control | Chief Operating Officer, Non-Member | Under 5% | 2025 |
| David Albin | Finra/Sec Supervisory Principal, Non-Member | Under 5% | 2024 |
| Eric Andrew Beahn | Director Of Advisory Compensation, Non-Member | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Stratos Investment Management, LLC manage?
Stratos Investment Management, LLC reports $3.3 billion in regulatory assets under management on its Form ADV.
How many employees does Stratos Investment Management, LLC have?
Stratos Investment Management, LLC reports 89 employees.
Where is Stratos Investment Management, LLC located?
Stratos Investment Management, LLC is based in Beachwood, OH and has been SEC-registered since 2016.
Does Stratos Investment Management, LLC disclose fund performance?
Stratos Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3750 Park East Drive Suite 200, Beachwood, OH 44122 |
| Phone | 4402104900 |
| Fax | 8558634623 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.31B▲ 36%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$3.31Bregulatory AUM
Discretionary $3.31B