Stamper Capital & Investments, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 106041
- Website
- risk-adjusted.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.35%
- Individuals12.65%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds64%
- Cash & Cash Equivalents36%
Owners & executives
1 of 1Bruce Stamper
President, Chief Investment OfficerCRD 2079920
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations