Statheros Financial Solutions, Inc.

$926.2MAssets under management
as of Jun 2026 · SEC Form ADV
El Dorado Hills, CA
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Tech stack

No one at Statheros Financial Solutions, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Statheros Financial Solutions, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $690M held · filed Mar 2024
Portfolio Management