# Strategy Cap, LLC

Strategy Cap, LLC is a RIA based in Bend, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bend, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** strategycapllc.com

## Regulatory record

- **CRD number:** 323391
- **SEC file number:** 801-126756
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323391

## About

Strategy Cap is a boutique, independent Registered Investment Advisor (RIA) that provides tailored wealth management for business owners, executives, and retirees. The firm offers comprehensive financial planning, strategic investment management, and guidance to support business decisions. Its advice is independent and driven solely by client interests, without the constraints or incentives of a large financial institution or bank.

## People

- Danny Evans — Capital Strategist
- Jared Pearson — Capital Strategist
- Lisa Lindgren — Admin Specialist

## Questions

### Who makes investment decisions at Strategy Cap, LLC?

The investment decision-makers at Strategy Cap, LLC are not publicly identified. The firm does not disclose its principals or investment committee. In many family offices with similar discretion, decisions are made by a senior family member or a designated CIO, but this cannot be confirmed for Strategy Cap.

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Last updated: 2026-08-11T15:08:11.274Z

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