STERNECK CAPITAL MANAGEMENT LLC

Overview

Sterneck Capital Management LLC is an independent registered investment adviser that has operated since 1993 and serves both individual & family and institutional clients. The firm provides fee-based portfolio management and financial planning, and supplements advisory work with publications and educational workshops. Its billing mixes percentage-of-assets, fixed fees and other fee arrangements. Investment activity centers on liquid public markets—mutual funds and ETFs make up the largest share of managed assets—paired with selective use of third‑party alternative funds and private placements. The firm is not an active ESG investor and does not position itself as a capital allocator; its business model emphasizes discretionary portfolio management for retail and small-business clients alongside periodic educational outreach and written commentary. Sterneck reports custody primarily at Charles Schwab & Co., Inc., and appears to concentrate on implementable, fund‑based exposures rather than high‑turnover individual stock trading. The firm is organized as a limited liability company with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices