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SARASOTA CAPITAL STRATEGIES,INC.
CRD 125951 · SEC 801-68409
460 SOUTH TAMIAMI TRAIL, OSPREY, FL, 34229, United States
Phone
941-918-2255
Fax
941-966-0448
Registration
— (—)
Source
State registered
Total AUM
$74.6M
Discretionary AUM
$74.6M
Team
3 total employees; 2 advisory reps; 137 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FOUNDATIONS/TRUSTS/ESTATES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $17.9M |
| High net worth individuals | 14 | $56.7M |
All web addresses on file
Official SEC filing: View on IAPD