# Stratos Wealth Advisors LLC

> Stratos Wealth Advisors LLC is an SEC-registered investment advisory firm in Beachwood, OH, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 283816
- Filed as: STRATOS WEALTH ADVISORS LLC
- Also doing business as: A. CARMI FINANCIAL, INC., BARNWOOD CAPITAL, CENTURY WEALTH PARTNERS, EMERITUS WEALTH MANAGEMENT, FELLER WEALTH MANAGEMENT, FLAGSHIP FINANCIAL ADVISORS, GENERATIONS INVESTMENT MANAGEMENT, INTERSECTING WEALTH, LLC, INVESSENT WEALTH MANAGEMENRT, KOWAL FINANCIAL ADVISORS, MAJIED FINANCIAL GROUP, LLC, NILSEN FINANCIAL SERVICES, LLC, PISTONE WEALTH ADVISORS, RENO TAHOE WEALTH MANAGEMENT, RETIREMENT CORPORATION OF AMERICA, RIVERVIEW WEALTH PARTNERS, SPAIN & SMITH WEALTH ADVISORS, SYNERGY WEALTH MANAGEMENT, TAMARACK TRAIL INVESTMENT PARTNERS, TRUE NORTH WEALTH PARTNERS, VERITAS BOSTON WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beachwood, OH
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283816
- AdvisorCensus page: https://advisorcensus.com/firm/stratos-wealth-advisors-llc-beachwood-oh-283816

## Quick answers

**How is Stratos Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stratos Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Stratos Wealth Advisors LLC located?**
Stratos Wealth Advisors LLC's principal office is in Beachwood, OH, according to its Form ADV; the October 2026 filing also lists 22 other offices (Schedule D, Section 1.F).

**Is Stratos Wealth Advisors LLC registered with the SEC or a state?**
Stratos Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283816.

**How much does Stratos Wealth Advisors LLC manage?**
Stratos Wealth Advisors LLC reports $5,573,579,738 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (99% discretionary).

**How have Stratos Wealth Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Stratos Wealth Advisors LLC: Regulatory assets under management: $1,804,488,220 in the October 2021 data and $5,573,579,738 in the October 2026 data, up 209%. Total employees: 42 in October 2021 and 170 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stratos Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,573); high net worth individuals (1,355); corporations or other businesses not listed above (45).

**Which custodians does Stratos Wealth Advisors LLC use?**
Stratos Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Stratos Wealth Advisors LLC 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/283816

**What changed in Stratos Wealth Advisors LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

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

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: $5,573,579,738
- Discretionary: $5,537,716,284
- Non-discretionary: $35,863,454

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,573 | $1,175,586,120 |
| High net worth individuals | 1,355 | $4,219,224,677 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 40 | $36,683,029 |
| Charitable organizations | 10 | $21,014,358 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | Fewer than 5 | $3,063,254 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 45 | $118,008,300 |
| Other | 0 | $0 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 170 total, 67 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Brentwood, TN
- Canton, OH
- Cincinnati, OH
- Dublin, OH
- Evansville, IN
- Fairfax, VA
- Franklin, TN
- Gloucester, NJ
- Huntsville, AL
- Metairie, LA
- Mint Hill, NC
- Northbrook, IL
- Pepper Pike, OH
- Philadelphia, PA
- Reno, NV
- Reston, VA
- Rochester, NY
- Rockland, MA
- Roseville, CA
- Westlake Village, CA
- Westlake, OH
- Wexford, PA

### Websites listed on Form ADV (Item 1.I)
- emerituswm.com
- fellerwealth.com
- flagshipfinancialtn.com
- generationsinvestmentmgt.com
- intersectingwealth.com
- invessent.com
- kenbielejeski.stratoswa.com
- kowalfinancialadvisors.com
- majiedfinancialgroup.com
- mycenturywp.com
- mytruenorthwp.com
- nilsenfinancial.com
- pistonewealth.com
- rca-online.com
- renotahoewealthmanagement.com
- riverviewwealth.com
- spainsmith.com
- stratoswealthadvisors.com
- synergywm.net
- tamarack-trail.com
- veritasboston.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,804,488,220 | 42 | September 28, 2021 |
| October 2022 | $3,376,087,482 | 91 | September 29, 2022 |
| October 2023 | $3,549,414,846 | 102 | August 4, 2023 |
| October 2024 | $4,214,850,042 | 99 | September 5, 2024 |
| October 2025 | $4,905,828,030 | 181 | July 30, 2025 |
| October 2026 | $5,573,579,738 | 170 | October 1, 2026 |

Regulatory assets under management: $1,804,488,220 in the October 2021 data and $5,573,579,738 in the October 2026 data, up 209%.
Total employees: 42 in October 2021 and 170 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- No longer lists the business name McCann Wealth Management.

### April 2026
- No longer lists the business name August Wealth Advisors.
- Employees performing advisory functions went from 76 to 67.
- Regulatory assets under management went from $4,905,828,030 to $5,573,579,738 (+14%).
- Added an office in Franklin, TN.
- No longer lists an office in Westport, CT.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- No longer lists the business name Wozny Capital Advisors, LLC.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stratos Wealth Advisors LLC (CRD 283816): Form ADV filing data as of October 2026.