# Stratfi

> Stratfi is an SEC-registered investment advisory firm in Wilmington, DE, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 164744
- Filed as: STRATFI
- Legal name: Strategic Foresight Investments LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164744
- AdvisorCensus page: https://advisorcensus.com/firm/stratfi-wilmington-de-164744

## Quick answers

**How is Stratfi compensated?**
On its Form ADV (Item 5.E, October 2026), Stratfi reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Stratfi charge?**
Its Form ADV Part 2A brochure dated August 17, 2026 states: Hourly rate: $400 an hour (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Stratfi located?**
Stratfi's principal office is in Wilmington, DE, according to its Form ADV.

**Is Stratfi registered with the SEC or a state?**
Stratfi is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 164744.

**How much does Stratfi manage?**
Stratfi reports $115,020,000 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).

**How have Stratfi's assets and staff changed since 2025?**
In the Form ADV data for Stratfi: Regulatory assets under management: $104,531,113 in the October 2025 data and $115,020,000 in the October 2026 data, up 10%. Total employees: 4 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stratfi serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (41).

**Which custodians does Stratfi use?**
Stratfi's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Stratfi report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164744

**Does Stratfi state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "StratFI generally requires a minimum relationship size of $500,000, which may be reduced at the sole discretion of the Advisor."

**What changed in Stratfi's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> StratFI generally requires a minimum relationship size of $500,000, which may be reduced at the sole discretion of the Advisor.

- Hourly rate: $400 an hour (consulting services)

> StratFI offers consulting services on an hourly basis at a rate of $400 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $115,020,000
- Discretionary: $115,020,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $15,826,000 |
| High net worth individuals | 46 | $99,096,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $98,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Market timing services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stratfi.com
- Facebook @STRATFI
- LinkedIn @strategic-foresight-investments
- LinkedIn @jleeadvisor
- X @JHLINDE
- YouTube @UC0r89x3RjTy8piNESO4ykKg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $104,531,113 | 4 | July 1, 2025 |
| October 2026 | $115,020,000 | 2 | August 27, 2026 |

Regulatory assets under management: $104,531,113 in the October 2025 data and $115,020,000 in the October 2026 data, up 10%.
Total employees: 4 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in PA.

### March 2026
- Regulatory assets under management went from $104,531,113 to $115,020,000 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stratfi (CRD 164744): Form ADV filing data as of October 2026.