STRATOS INVESTMENT MANAGEMENT, LLC
CRD #283850 SEC #801-107873 BEACHWOOD, OH 4402104900
SEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
Employees
79
Clients
0
Accounts
5,427
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.4B | $2.4B | $0 | 79 | 170 |
| Oct 2025 | $2.4B | $2.4B | $0 | 79 | 170 |
| Sep 2025 | $2.4B | $2.4B | $0 | 79 | 170 |
| Mar 2025 | $2.4B | $2.4B | $0 | 79 | 170 |
| Jun 2024 | $1.5B | $1.5B | $0 | 8 | 0 |
| May 2024 | $1.5B | $1.5B | $0 | 8 | 0 |
| May 2024 | $1.5B | $1.5B | $0 | 8 | 0 |
| Mar 2024 | $1.5B | $1.5B | $0 | 8 | 0 |
| Feb 2024 | $1.1B | $1.1B | $0 | 7 | 0 |
| Jan 2024 | $1.1B | $1.1B | $0 | 7 | 0 |
| Jan 2024 | $1.1B | $1.1B | $0 | 7 | 0 |
| Aug 2023 | $1.1B | $1.1B | $0 | 7 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 7 | 0 |
| May 2022 | $1.2B | $1.2B | $0 | 6 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 6 | 0 |
| Sep 2021 | $642.7M | $642.7M | $0 | 7 | 0 |
| Jun 2021 | $642.7M | $642.7M | $0 | 7 | 0 |
| Jun 2021 | $642.7M | $642.7M | $0 | 7 | 0 |
| Apr 2021 | $642.7M | $642.7M | $0 | 7 | 0 |
| Nov 2020 | $461.9M | $461.9M | $0 | 10 | 0 |
| Jun 2020 | $461.9M | $461.9M | $0 | 10 | 0 |
| Apr 2020 | $461.9M | $461.9M | $0 | 10 | 0 |
| Apr 2020 | $461.9M | $461.9M | $0 | 10 | 0 |
| Nov 2019 | $296.7M | $296.7M | $0 | 10 | 0 |
| Mar 2019 | $296.7M | $296.7M | $0 | 10 | 0 |
| Feb 2019 | $146.6M | $146.6M | $0 | 9 | 0 |
| Dec 2018 | $146.6M | $146.6M | $0 | 9 | 0 |
| Aug 2018 | $146.6M | $146.6M | $0 | 9 | 0 |
| Mar 2018 | $146.6M | $146.6M | $0 | 9 | 0 |
| May 2017 | $2.8M | $2.8M | $0 | 6 | 11 |
| Mar 2017 | $2.8M | $2.8M | $0 | 6 | 11 |
| Mar 2017 | $0 | $0 | $0 | 5 | 0 |
| Jan 2017 | $0 | $0 | $0 | 5 | 0 |
| Nov 2016 | $0 | $0 | $0 | 5 | 0 |
| Aug 2016 | $0 | $0 | $0 | 5 | 0 |
| May 2016 | $0 | $0 | $0 | 5 | 0 |
| May 2016 | $0 | $0 | $0 | 5 | 0 |
DateDec 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees79
Clients170
DateOct 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees79
Clients170
DateSep 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees79
Clients170
DateMar 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees79
Clients170
DateJun 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees8
Clients0
DateMay 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees8
Clients0
DateMay 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients0
DateSep 2021
Total AUM$642.7M
Discretionary$642.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$642.7M
Discretionary$642.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$642.7M
Discretionary$642.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$642.7M
Discretionary$642.7M
Non-Disc.$0
Employees7
Clients0
DateNov 2020
Total AUM$461.9M
Discretionary$461.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$461.9M
Discretionary$461.9M
Non-Disc.$0
Employees10
Clients0
DateApr 2020
Total AUM$461.9M
Discretionary$461.9M
Non-Disc.$0
Employees10
Clients0
DateApr 2020
Total AUM$461.9M
Discretionary$461.9M
Non-Disc.$0
Employees10
Clients0
DateNov 2019
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees10
Clients0
DateFeb 2019
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees9
Clients0
DateDec 2018
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees9
Clients0
DateAug 2018
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees9
Clients0
DateMay 2017
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees6
Clients11
DateMar 2017
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees6
Clients11
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0