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Sarasota Capital Strategies,Inc. (Osprey)


Sarasota Capital Strategies,Inc. is an adviser based in Osprey. It manages $32 million of regulatory assets for 153 client accounts. It has been registered with the SEC as an adviser since 2007.

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Sarasota Capital Strategies provides portfolio management for individuals and small businesses and foundations/trusts/estates. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sarasota Capital Strategies: assets under management

The assets under management (AUM) of Sarasota Capital Strategies,Inc. is $32 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $209.15 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sarasota Capital Strategies,Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Osprey

The principal office where Sarasota Capital Strategies,Inc. performs its advisory services is located at 460 South Tamiami Trail, Osprey, FL 34229, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-918-2255 or by fax 941-966-0448. The normal business hours are 9:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.sarasotacapitalstrategies.com.


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