About Strategy Cap, LLC
<p>Strategy Cap, LLC is an independent Registered Investment Advisor that works with executives, business owners, and retirees on investment management and long-term planning. The firm is headquartered in Bend in Central Oregon and serves clients across the broader Pacific Northwest, with registration in Oregon and Washington, as well as Texas.</p> <p>As a <a href="/plan-advisors">plan advisor</a>, Strategy Cap offers 3(21) fiduciary investment advice for retirement plans. The firm also provides wealth management and financial planning, with services that connect day-to-day decisions to longer-term priorities such as retirement readiness and family goals.</p> <p>Strategy Cap handles strategic wealth management, retirement and financial planning, business owner advisory work, legacy and estate planning coordination, and insurance planning. The firm reports $1.3B in assets under management (2026). What sets Strategy Cap apart is its focus on objective, unbiased advice paired with a boutique, relationship-driven approach.</p> <ul> <li>3(21) retirement plan investment advice for plan sponsors</li> <li>Retirement and financial planning</li> <li>Strategic wealth management</li> <li>Business owner advisory services</li> <li>Legacy and estate planning coordination and insurance planning</li> </ul>
Website: https://www.strategycapllc.com/
Office Locations
- Bend, OR (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.3B