Samuel Emerson Brownell

Employer firm

Stratus Capital Management, LLC CRD 169038

$74.6M regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → Present
  Stratus Capital Management, Llc
  Kensington, MD
• 12/2018 → Present
  Stratus Wealth Advisors, Llc
  Kensington, MD
• 12/2018 → Present
  Stratus Legacy Planning, Llc
  Kensington, MD
• 12/2018 → Present
  Stratus Valuation, Llc
  Kensington, MD
• 10/2015 → Present
  Lake Avenue South, Llc
  Kensington, MD

Previous Registrations

• 2013-10-17 → 2015-12-31
  Stratus Capital Management, Llc
  Kensington, MD
• 2006-11-07 → 2006-12-07
  Ameriprise Financial Services, Llc
  Gaithersburg, MD

Other Businesses

(1) STRATUS WEALTH ADVISORS, LLC / NOT INVESTMENT-RELATED / ADDRESS: 9615 KINGSTON RD, KENSINGTON, MD 20895 / NATURE: HOLDING COMPANY / TITLE: MANAGING DIRECTOR / START DATE: 12/2018 / HRS PER MONTH: 2-3 / HRS DURING TRADING HOURS: LESS THAN 1 / DUTIES: THIS IS THE HOLDING COMPANY FOR THE THREE OPERATING ENTITIES (SCM, SLP, AND SV) SO WORK PRIMARILY INVOLVES BOOKKEEPING (2) STRATUS LEGACY PLANNING, LLC / NOT INVESTMENT-RELATED / ADDRESS: 9615 KINGSTON RD, KENSINGTON, MD 20895 / TITLE: MANAGING DIRECTOR / START DATE: 12/2018 / HRS PER MONTH: 45-60 / HRS DURING TRADING HRS: 1-2 / DUTIES: SUCCESSION PLANNING WORK FOR INDEPENDENT BUSINESS OWNERS (3) STRATUS VALUATION, LLC / NOT INVESTMENT-RELATED / ADDRESS: 9615 KINGSTON RD, KENSINGTON, MD 20895 / TITLE: MANAGING DIRECTOR / START DATE: 12/2018 / HRS PER MONTH: 45-60 / HRS DURING TRADING HRS: 1-2 / DUTIES: VALUATION ENGAGEMENTS FOR INDEPENDENT BUSINESS OWNERS FOR SUCCESSION PLANNING, GIFT TAX, AND ESTATE TAX (4) LAKE AVENUE SOUTH, LLC / NOT INVESTMENT-RELATED / ADDRESS: 9615 KINGSTON RD, KENSINGTON, MD 20895 / TITLE: MANAGER / STARTE DATE: 10/2015 / HRS PER MONTH: 4-6 / HRS DURING TRADING HRS: 0-1 / DUTIES: MANAGEMENT OF A FAMILY LLC

Exams

• S66 Uniform Combined State Law Examination
  2013-10-15

Designations

• Chartered Financial Analyst