Stronghold Capital Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 315763
- Custodians
- AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stronghold Capital Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. It operates as a capital allocator, placing client capital with third‑party managers where appropriate, and its business activities include the sale of other financial products. Fee arrangements are flexible and include AUM‑based fees, hourly charges, fixed fees, and other fee types. The firm does not identify as an active ESG investor. Stronghold lists affiliations across several industry channels, including relationships with other investment advisers, banking or thrift institutions, insurance companies, pension consultants, and real estate brokers — indicating a networked approach to sourcing products and managers.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities75%
- US Government Bonds10%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
3 of 13David Denoble
Investment Advisor RepresentativeCRD 2755058

Teresa Lundine
Investment Advisor RepresentativeCRD 2554961

Stephen Brown
Financial AdvisorCRD 6101788
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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