Stag Rock LLC
Firm details
- Headquarters
- ,
- CRD number
- 300202
- Website
- stagrockllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.93%
- Individuals47.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stag Rock LLC is a small, owner-operated limited liability advisory firm that delivers discretionary portfolio management to individuals, families and small businesses. The adviser charges fees based on assets under management and positions itself as a hands-on manager for private clients rather than as an institutional allocator or multi-state advisory platform. Filings indicate the principal owner is an individual and the firm maintains an affiliation with accounting professionals; Stag Rock does not market itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities83%
- US Government Bonds9%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Reed Foster
Founder & Portfolio ManagerCRD 6556473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Oregon Financial Products & Services, LLC
RIAPortland, OR
Holistic Finance LLC
RIAHeritage Private Wealth
RIAKlahanie Investment LLC
RIAAsset Growth Associates Wealth Advisors
RIABeaumont, TX