Stadium Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 319545
- Website
- stadiumfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.06%
- Individuals23.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Stadium Financial LLC is an independent registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm offers fee-based financial planning and portfolio management for individuals, small businesses and institutions, and bills on a mix of asset-based fees, hourly charges and fixed fees. Reported assets are non-discretionary, which signals a practice centered on advice, planning and model recommendations rather than exercising trading authority across client accounts. Investment activity is concentrated in pooled public vehicles—primarily mutual funds—rather than direct-stock or heavy alternative allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities9%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Martin O'leary
OwnerCRD 4548042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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