Stubbs Investments, LLC

Overview

Stubbs Investments, LLC is a small, independent registered investment adviser that manages concentrated portfolios for a limited number of high‑net‑worth clients and small institutions. The firm’s investment profile is equity‑centric: exchange‑traded equities and ETFs make up the bulk of assets under management and appear to be the primary vehicle for expressing market exposures and portfolio tilts. Advisory services center on financial planning and bespoke portfolio management for individuals, families and small business owners, delivered through a fee schedule that includes percentage‑of‑AUM, hourly and fixed‑fee arrangements. The firm does not position itself as an active ESG investor and is not registered as a multi‑state adviser. With an owner‑run structure and a small client roster, implementation looks to prioritize liquid public markets with selective use of third‑party managers for alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices