STEMBROOK ASSET MANAGEMENT, LLC

Overview

Stembrook Asset Management, LLC operates as an independent, owner-operated registered investment adviser that began SEC registration in 2025. The firm markets itself as a capital allocator and provides financial planning and discretionary portfolio management across individual, family and institutional clients. Service lines include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. Stembrook does not identify as an ESG-focused investor and is not documented as a multistate adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives