Steginsky Capital LLC

RIASEC RegisteredEst. 2000
Total AUM
$599M
Discretionary
$599M
100% of AUM
Avg account
$2.7M
Accounts
218
Employees
4
Advisory reps
1

Firm details

Headquarters
,
CRD number
109617
Registered since
March 15, 2000
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI70.47%
  • Corporations / Businesses24.08%
  • Charitable Organizations2.79%
  • Individuals2.65%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Steginsky Capital LLC is a privately owned investment adviser organized as a limited liability company and SEC-registered since 2000. The firm manages investor assets on a fee basis (percentage of AUM) and focuses on portfolio management for individuals and small businesses, serving both individual/family and institutional clients. It is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and operates under an owner-type classified as individual.

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 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Andrew Steginsky

    Andrew Steginsky

    Founder and managerCRD 1015913

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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