STEGINSKY CAPITAL LLC

RIASEC RegisteredEst. 2000
Total AUM
$599M
Discretionary
$599M
100% of AUM
Avg account
$2.7M
Accounts
218
Employees
4
Advisory reps
1

Firm details

Headquarters
,
CRD number
109617
Registered since
March 15, 2000
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI70.47%
  • Corporations / Businesses24.08%
  • Charitable Organizations2.79%
  • Individuals2.65%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Steginsky Capital LLC is a privately held LLC that has been SEC‑registered since 2000 and is owned by an individual. The firm provides fee‑based portfolio management, charging a percentage of assets under management, and serves a mix of individual/family and institutional clients. Its advisory activity is focused on portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, does not act as a multi‑state adviser, and does not list pension consulting or related‑adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • ANDREW STEGINSKY

    Founder and managerCRD 1015913

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth