STADTLER CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$6.2M
Discretionary
$6.2M
100% of AUM
Avg account
$892K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
FORT WORTH, Texas
CRD number
156465
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.1%
  • HNWI30.9%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stadtler Capital Management, LLC is a small, privately held advisory firm that positions itself as both a manager of pooled investment vehicles and a portfolio manager for individuals and small businesses. The firm is organized as an LLC and is classified in filings as operating a private equity fund. Its client base combines individual and family relationships with institutional or pooled-vehicle investors, and the firm charges a mix of percentage-of-AUM, fixed, and performance-based fees. Investment activity centers on private markets exposure and manager-driven allocations; filings show active use of private equity and hedge fund strategies alongside a meaningful allocation to cash and cash equivalents for liquidity management. The firm additionally serves as sponsor/GP or managing member for pooled vehicles it advises.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 48%, US Government Bonds 35%, Exchange Traded Equities 7%, Investment Grade Corp Bonds 7%, Public Funds/Mutual Funds 3%48%
  • Cash & Cash Equivalents48%
  • US Government Bonds35%
  • Exchange Traded Equities7%
  • Investment Grade Corp Bonds7%
  • Public Funds/Mutual Funds3%

Contacts

1 of 1
  • KEVIN STADTLER

    Founder and Portfolio ManagerCRD 2450028

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
201 Main St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth