Strategis Financial Group, Inc (Provo)

Strategis Financial Group, Inc is an adviser based in Provo. It manages $32.4 million of regulatory assets for 395 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, Louisiana, and Utah.

Strategis Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, market timing services, and matters not involving securities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategis Financial Group: assets under management

The assets under management (AUM) of Strategis Financial Group, Inc is $32.4 million. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.46 million in discretionary accounts and $13.94 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $69.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $107.22 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Strategis Financial Group, 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.

Careers at Strategis Financial Group, Inc

Betty Wyckoff has been acting as President since 1 Mar 2002. Scott Hunter Garbutt joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Thomas Sumsion	Ceo	1 Dec 1989	Other	1812582
Dennis Lee Slothower	Shareholder	1 Dec 1989	25% - 50%	4510988
Clint Douglas Wyckoff	Executive vice president	1 Mar 1990	Other	2082371
Scott Hunter Garbutt	Executive vice president	1 Jan 1991	Other	852029
Richard Parker Reid	Cfo	1 Sep 1992	Other	2359944
Betty Wyckoff	Shareholder	1 Nov 2000	Other	4511001
Betty Wyckoff	Director	1 Mar 2002	Other	4511001
Richard Merrill Overson	Director	1 Mar 2002	Other	1899240
Brett Ford Sumsion	Director	1 Mar 2002	Other	2488838
Betty Mae Wyckoff	Shareholder	1 Mar 2002	Other	4511001
Mark Steven Wyckoff	Director	1 Aug 2003	Other	2445562
Scott Hunter Garbutt	Executive vice president	1 Jul 2008	25% - 50%	852029
Richard Parker Reid	Cfo/chief compliance officer	1 Jul 2008	Other	2359944

Based in Provo

The principal office where Strategis Financial Group, Inc performs its advisory services is located at 2230 N University Pkwy., Ste 9 C, Provo, UT 84604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.