Stamos and Stamos

Overview

Stamos and Stamos is organized as a corporation and operates as an independent registered investment adviser with an individual owner. The firm identifies its core business activity as accounting and lists advisory activity focused on the selection of other advisers, indicating it acts as a capital allocator that sources and directs third‑party managers rather than running extensive in‑house strategies. It does not present itself as an active ESG investor, is not described as a multi‑state adviser, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives