STRANBERG CAPITAL LLC

RIASEC Registered
Total AUM
$95.2M
Discretionary
$95.2M
100% of AUM
Avg account
$1.7M
Accounts
55
Employees
2
Advisory reps
1

Firm details

Headquarters
SOUTHLAKE, Texas
CRD number
114581
Fee structure
Percentage of AUM
Client types
  • HNWI82.46%
  • Individuals17.54%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stranberg Capital LLC operates as a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. Stranberg Capital does not engage in capital allocation or operate as a pension consultant, and it is not classified as a multi-state adviser. The firm does not actively pursue ESG investments, which may influence its investment strategy and client offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, State & Local Bonds 6%, US Government Bonds 4%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 1%86%
  • Exchange Traded Equities86%
  • State & Local Bonds6%
  • US Government Bonds4%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • PETER STRANBERG

    Owner & PrincipalCRD 1403854

Wealth teams

FINTRX

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

SOUTHLAKE, TX

TARRANT

Location

SOUTHLAKE, TX

Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
1121 S Carroll Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth