Stamper Capital & Investments, Inc.

RIASEC Registered
Total AUM
$2.4M
Discretionary
$2.4M
100% of AUM
Avg account
$806K
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
106041
Fee structure
Percentage of AUM
Client types
  • HNWI87.35%
  • Individuals12.65%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stamper Capital & Investments, Inc. is a small, fee-based advisory firm that focuses on portfolio management for individuals, small businesses and institutional clients. The firm favors a conservative, income-oriented approach, allocating the bulk of client capital to fixed-income instruments—most notably state and local bonds. Client relationships are managed on a discretionary basis, with investment decisions centered on preserving capital and generating steady income rather than pursuing aggressive equity growth or thematic strategies. The advisor operates as a corporation under individual ownership and charges a percentage-of-AUM fee. It does not position itself as an ESG investor, does not identify as a multi-state adviser, and does not act as a capital allocator on behalf of third-party funds. Services are aimed at individual and family clients and small business or institutional accounts where tailored, hands-on portfolio management is required.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 64%, Cash & Cash Equivalents 36%64%
  • State & Local Bonds64%
  • Cash & Cash Equivalents36%

Owners & executives

1 of 1
  • Bruce Stamper

    President, Chief Investment OfficerCRD 2079920

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth