Stag Rock LLC

RIASEC Registered
Total AUM
$14.2M
Discretionary
$14.2M
100% of AUM
Avg account
$226K
Accounts
63
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
300202
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI52.93%
  • Individuals47.07%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stag Rock LLC is a small, owner-operated limited liability advisory firm that delivers discretionary portfolio management to individuals, families and small businesses. The adviser charges fees based on assets under management and positions itself as a hands-on manager for private clients rather than as an institutional allocator or multi-state advisory platform. Filings indicate the principal owner is an individual and the firm maintains an affiliation with accounting professionals; Stag Rock does not market itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 83%, US Government Bonds 9%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 2%83%
  • Exchange Traded Equities83%
  • US Government Bonds9%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds2%

Contacts

1 of 1
  • Reed Foster

    Reed Foster

    Founder & Portfolio ManagerCRD 6556473

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth