Stamos And Stamos, Certified Public Accountants, Inc.

Overview

Stamos And Stamos, Certified Public Accountants, Inc. is structured as a corporation whose primary business activity is accounting. FINTRX classifies the firm as a capital allocator that focuses on selecting external managers rather than acting as a traditional discretionary asset manager. The firm reports an owner-type of individual and uses a nonstandard ("Other") fee arrangement. It is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm's advisory footprint appears to be consultative and referral-oriented: its stated advisory activity is "Selection Of Other Advisers," which suggests the firm places clients with third-party investment managers or recommends outside managers rather than managing portfolios in-house. That positioning aligns with its accounting practice and implies the firm’s value proposition centers on tax, accounting, and manager-selection advice rather than direct portfolio management.

Assets & Accounts

Investments & Alternatives