RIA Intelligence

STRATEGY CAP, LLC

CRD #323391 SEC #801-126756 BEND, OR 541-585-3737
SEC Registered
Total AUM
$48.1M
Discretionary
$48.1M
Employees
2
Clients
1
Accounts
114

Firm Details

Organization Type
Limited Liability Company
State of Formation
Oregon
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 17, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
EVANS, DANIEL, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
EVANS, DANIEL, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
EVANS, DANIEL, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
EVANS, DANIEL, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
EVANS, DANIEL, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
DJE FINANCIAL INC.DEOWNERD Control
DJE FINANCIAL INC.DEOWNERD Control
DJE FINANCIAL INC.DEOWNERD Control
DJE FINANCIAL INC.DEOWNERD Control
DJE FINANCIAL INC.DEOWNERD Control
JP FINANCIAL INC.DEOWNERD Control
JP FINANCIAL INC.DEOWNERD Control
JP FINANCIAL INC.DEOWNERD Control
JP FINANCIAL INC.DEOWNERD Control
JP FINANCIAL INC.DEOWNERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
EVANS, DANIEL, JOSEPHIDJE FINANCIAL INC.E Control
EVANS, DANIEL, JOSEPHIDJE FINANCIAL INC.E Control
EVANS, DANIEL, JOSEPHIDJE FINANCIAL INC.E Control
EVANS, DANIEL, JOSEPHIDJE FINANCIAL INC.E Control
EVANS, DANIEL, JOSEPHIDJE FINANCIAL INC.E Control
PEARSON, JARED, ANDREWIJP FINANCIAL INC.E Control
PEARSON, JARED, ANDREWIJP FINANCIAL INC.E Control
PEARSON, JARED, ANDREWIJP FINANCIAL INC.E Control
PEARSON, JARED, ANDREWIJP FINANCIAL INC.E Control
PEARSON, JARED, ANDREWIJP FINANCIAL INC.E Control

Registrations

Federal

IA
Nov 17, 2023 REGISTERED

Notice Filings (3)

OR TX WA

Address

360 SW POWERHOUSE DRIVE
SUITE 300
BEND, OR 97702
United States
Phone: 541-585-3737