Stranberg Capital LLC

RIASEC Registered
Total AUM
$103M
Discretionary
$103M
100% of AUM
Avg account
$2M
Accounts
51
Employees
2
Advisory reps
1

Firm details

Headquarters
Southlake, Texas
CRD number
114581
Fee structure
Percentage of AUM
Client types
  • HNWI82.52%
  • Individuals17.48%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stranberg Capital LLC is an independent, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and serves a client base made up primarily of individuals and families. It is structured as a limited liability company and is run by individual ownership rather than a corporate or institutional parent. The firm does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 80%, Cash & Cash Equivalents 8%, US Government Bonds 6%, State & Local Bonds 6%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%
  • State & Local Bonds6%

Contacts

1 of 1
  • Peter Stranberg

    Owner & PrincipalCRD 1403854

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

Southlake, TX

Tarrant

Location

Southlake, TX

Headquartered in Southlake, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
1121 S Carroll Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth