Stratus Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$64,614,583
Total clients
165
8% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
83
Average account size
$391,604
About
Stratus Advisory Group, Inc. serves primarily individual clients and also provides portfolio advice and financial planning to small and mid‑sized businesses, managing approximately $64.6 million in client assets for about 165 clients with two investment professionals. The firm delivers hourly financial planning and ongoing asset management (including consultative assets‑under‑advisement) and provides retirement‑plan rollover recommendations as part of its service offering.
The firm customizes advice through one‑on‑one interviews and questionnaires and employs a mix of fundamental, cyclical and technical analysis while generally not attempting to time the market, with the flexibility to increase cash modestly or accommodate special tax, legacy, or concentrated‑holding situations. Stratus actively monitors accounts, permits clients to impose reasonable investment restrictions, and may be granted discretionary authority to select and replace independent sub‑advisers while serving as the communication conduit and monitor for those managers.
Notably, the firm is affiliated with related entities that provide accounting/tax services and sell insurance products, and its principals receive additional compensation for those services — relationships the brochure discloses and for which clients are not required to use the affiliates. Also atypical for peers of its size, the firm discloses the ability to hire and fire third‑party sub‑advisers on a discretionary basis and does not accept proxy‑voting responsibilities, leaving voting to clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,000+: 0.75% annually
Licensed insurance agents receive commissions on the sale of insurance products through affiliated entities.
$175 per hour for Investment Advisor Representative services; $130 per hour for non-investment related services provided by staff assistant.
Fee-only: Advisory fees based on a percentage of assets under management ranging from 1.50% to 0.75% annually; hourly fees for financial planning services at $175 per hour for Investment Advisor Representative services and $130 per hour for non-investment related services; flat fees may be negotiated but not specifically stated.
Main office location
Stratus Advisory Group, Inc.
211 E. Livingston Road
Highland MI 48357, United States
Number of offices
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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