Stronghold Capital Partners LLC

RIASEC Registered
Total AUM
$49.8M
Discretionary
$49.8M
100% of AUM
Avg account
$149K
Accounts
334
Employees
10
Advisory reps
13

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

FINTRX

Overview

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

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 75%, US Government Bonds 10%, State & Local Bonds 5%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%75%
  • Exchange Traded Equities75%
  • US Government Bonds10%
  • State & Local Bonds5%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Contacts

3 of 13
  • David Denoble

    David Denoble

    Investment Advisor RepresentativeCRD 2755058

  • Teresa Lundine

    Teresa Lundine

    Investment Advisor RepresentativeCRD 2554961

  • Stephen Brown

    Stephen Brown

    Financial AdvisorCRD 6101788

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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