Overview
Assets Under Management: $357 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 80
Average Client Assets: $2.1 million
Frequently Asked Questions
STELLAR CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109415), STELLAR CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
STELLAR CAPITAL MANAGEMENT LLC is headquartered in PHOENIX, AZ.
STELLAR CAPITAL MANAGEMENT LLC serves 80 high-net-worth clients according to their SEC filing dated July 02, 2018. View client details ↓
According to their SEC Form ADV, STELLAR CAPITAL MANAGEMENT LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
STELLAR CAPITAL MANAGEMENT LLC manages $357 million in client assets according to their SEC filing dated July 02, 2018.
According to their SEC Form ADV, STELLAR CAPITAL MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.52%
Average Client Assets: $2.1 million
Total Client Accounts: 219
Discretionary Accounts: 217
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 109415
Filing ID: 1227337
Last Filing Date: 2018-07-02 12:31:00