Stronghold Capital Partners LLC

RIAState Registered
Total AUM
$49.8M
Discretionary
$49.8M
100% of AUM
Avg account
$149K
Accounts
334
Employees
10
Advisory reps
13

Firm details

Headquarters
,
CRD number
315763
Custodians
AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Stronghold Capital Partners LLC is an independent, individual-owned wealth advisor organized as an LLC that focuses on individual and family clients. The firm offers a mix of fee models (percentage of AUM plus hourly, fixed-fee and other arrangements) and provides financial planning, portfolio management for individuals and small businesses, pension consulting services and selection-of-other-advisers work. It also functions as a capital allocator, directing client capital into third-party managers and other financial products. The firm identifies itself as an "other financial product salesperson" in its business activities and does not market itself around ESG investing.

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 75%, US Government Bonds 10%, State & Local Bonds 5%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%75%
  • Exchange Traded Equities75%
  • US Government Bonds10%
  • State & Local Bonds5%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Contacts

3 of 13
  • Eric Elam

    Eric Elam

    Financial AdvisorCRD 5887827

  • Blake Essary

    Blake Essary

    Co-FounderCRD 7205836

  • Jason Stock

    Jason Stock

    Co-FounderCRD 6314780

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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

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth