STACKHOUSE ENTERPRISES

Overview

Stackhouse Enterprises is a small, independent registered investment adviser that focuses on individual and family clients. The firm blends financial planning, portfolio management for individuals and small businesses, and client education with ancillary services delivered through its insurance brokerage and accounting capabilities. Investment positioning skews toward equity exposure, with a particular reliance on non-exchange-traded equity instruments and mutual funds for core allocations. The adviser charges a mix of AUM-based fees, hourly fees and fixed fees, which supports both discretionary portfolio management and fee-for-service planning engagements. Investment decisioning appears centered on concentrated equity exposure complemented by alternative allocations. Given the firm’s business lines—insurance brokerage and accounting—investment recommendations are likely integrated with tax and insurance planning, and the firm emphasizes hands-on client work and workshop/seminar education rather than scale-driven product distribution. Stackhouse Enterprises is not characterized as an ESG-focused manager and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices