Stranberg Capital LLC
Firm details
- Headquarters
- Southlake, Texas
- CRD number
- 114581
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.52%
- Individuals17.48%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stranberg Capital LLC is an independent, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and serves a client base made up primarily of individuals and families. It is structured as a limited liability company and is run by individual ownership rather than a corporate or institutional parent. The firm does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.
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 Equities80%
- Cash & Cash Equivalents8%
- US Government Bonds6%
- State & Local Bonds6%
Contacts
1 of 1Peter Stranberg
Owner & PrincipalCRD 1403854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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