Boutique AUM Stratigraphic Asset Management, Inc. is a small, closely held investment advisory with discretionary capital management for high net worth individuals and families, suggesting a potential market for personalized wealth and succession planning solutions.

SEC Registered Operates under SEC registration since 1993 with approximately $100 million in assets under management, indicating credibility and potential interest in advanced compliance, reporting, and scalable platforms to support growth.

Limited Scale With a lean team of 2-10 employees, there may be opportunities for consulting, outsourcing, or technology tools that improve efficiency, risk management, and client servicing without proportionate headcount increases.

Tech Footprint Current tech stack includes Microsoft 365, Hostway, Apache, and Apache HTTP Server, suggesting receptivity to standardized, secure, cost-effective software, cloud optimization, and cybersecurity enhancements.

Growth Potential Annual revenue in the 1–10 million range and a niche focus on high net worth clients positions the firm to explore scalable platforms for performance analytics, CRM, client reporting, and regulatory technology to attract new funds and broaden AUM.