Flagstick Capital Partners LLC

Overview

Flagstick Capital Partners LLC is a small, privately held investment advisory firm organized as a limited liability company and owned by an individual. Its public profile indicates it provides financial planning and discretionary portfolio management services targeted at individuals and small businesses. The firm is categorized outside typical industry buckets in the available dataset and does not present itself as a capital allocator or pension consultant. Compensation is described as a combination of a percentage-of-assets-under-management fee and performance-based fees. Flagstick is also identified in regulatory data as engaging in other financial product sales activities. The firm is not listed as an active ESG investor, is not flagged as a multi-state adviser, and is not a newly formed adviser in the available records.

Location & Offices