Stamberger Capital Management, LLC

RIASEC Registered
Total AUM
$65.8M
Discretionary
$64.9M
99% of AUM
Avg account
$2M
Accounts
33
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
149523
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stamberger Capital Management, LLC is a small, owner-operated RIA that provides portfolio management for individuals and small businesses. The firm serves primarily individual and family clients and charges fees as a percentage of assets under management. Its filings indicate a discretionary-managed model for most client relationships and it does not identify as an active ESG investor. The adviser is neither a multi-state adviser nor a pension consultant, and it reports an individual owner structure rather than corporate ownership.

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 70%, US Government Bonds 18%, Public Funds/Mutual Funds 8%, Cash & Cash Equivalents 4%70%
  • Exchange Traded Equities70%
  • US Government Bonds18%
  • Public Funds/Mutual Funds8%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Guy Stamberger

    President, Chief Investment OfficerCRD 1161214

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth