Stinson Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 284965
- Website
- www.stinsoncapital.net
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Vijay Kanal
PresidentCRD 2374947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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