STOCK PRO

Overview

Stock Pro is a small, privately held investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, with advisory work that also extends to small-business portfolios. Its advisory model combines percentage-of-AUM fees with other fee arrangements, and the firm also operates as an insurance broker and publishes periodicals or newsletters as part of its client-facing activity. Investment positioning is equity-focused: the firm shows a clear preference for exchange-traded equities, which make up the bulk of its managed assets. It supplements equity exposure with income and alternative-oriented holdings—including annuities and corporate debt—consistent with an advisor that blends advisory portfolio management and insurance solutions. Stock Pro does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices