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William Edward Epifanio

Investment adviser representative at Stratis Capital, LLC
13 yearsExperience
1 stateRegistered in
$507.5MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Stratis Capital, LLCJan 2019 to now
  2. Stratis, LLCOct 2013 to Jan 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (CT).

Stratis Capital, LLC

$507.5MAssets managed
1Clients
1Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3019375
Firm CRD
300130
Advisor's SEC record (opens in a new tab)
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