Stamberger Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 149523
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stamberger Capital Management, LLC is a small, owner-operated RIA that provides portfolio management for individuals and small businesses. The firm serves primarily individual and family clients and charges fees as a percentage of assets under management. Its filings indicate a discretionary-managed model for most client relationships and it does not identify as an active ESG investor. The adviser is neither a multi-state adviser nor a pension consultant, and it reports an individual owner structure rather than corporate ownership.
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 Equities70%
- US Government Bonds18%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Guy Stamberger
President, Chief Investment OfficerCRD 1161214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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