Member · Strategence Capital LLC
Kari A. Stoller
CRD 6040446 · Named on Form ADV at one SEC-registered adviser
At a glance
Strategence Capital LLC, an SEC-registered asset manager based in Van Wert, OH with $0 in regulatory assets, lists Kari A. Stoller on its Form ADV as Member.
Firms and roles
- Strategence Capital LLCMemberAsset manager · Van Wert, OH · $0M in regulatory assets
AtlasMembers
Kari’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Timothy J. StollerChief Executive Officer, Strategence Capital LLC
- Tamela J. SperrMember, Strategence Capital LLC
- Graig StettnerChief Investment Officer, Strategence Capital LLC
- Ashleigh C. SwayzeChief Compliance Officer, Strategence Capital LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kari’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.