STEGINSKY CAPITAL LLC
Firm details
- Headquarters
- ,
- CRD number
- 109617
- Registered since
- March 15, 2000
- Website
- www.steginsky.com
- 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
FINTRXOverview
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
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 Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1ANDREW STEGINSKY
Founder and managerCRD 1015913
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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