# Strategy Cap, LLC
Source: https://planprovider.pro/provider/strategy-cap-llc

> Strategy Cap, LLC is an independent Registered Investment Advisor that works with executives, business owners, and retirees on investment management and long…

Retirement Plan Advisor

Bend, OR

## 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/](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

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