Stinson Capital Management, LLC

RIASEC Registered
Total AUM
$54.8M
Discretionary
$54.8M
100% of AUM
Avg account
$481K
Accounts
114
Employees
3
Advisory reps
1

Firm details

Headquarters
,
CRD number
284965
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI90.06%
  • Individuals9.94%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stinson Capital Management, LLC is an independent registered investment adviser that focuses on fee-based wealth management for individual and family clients. The firm emphasizes equity exposure as the core of its investment approach, using exchange-traded equities—both individual stocks and ETFs—as the primary building blocks of client portfolios. Its advisory practice includes financial planning, ongoing portfolio management for individuals and small businesses, and educational seminars. Fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements. Investment activity shows a willingness to access external alternative managers for clients who require diversification beyond public markets. The firm does not position itself as an ESG specialist and operates with a single-state adviser footprint. Client work is discretionary in nature, with portfolios implemented through separately managed accounts and custodial platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 3%, Public Funds/Mutual Funds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents3%
  • Public Funds/Mutual Funds2%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Vijay Kanal

    Vijay Kanal

    PresidentCRD 2374947

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth