S
Stamberger Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,800,000
Clients
18
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
TypicalAverage account size
$3,655,556
About
Stamberger Capital Management provides investment advisory and financial planning services to individuals and small organizations as described in its Form ADV Part 2 brochure. The brochure identifies portfolio management as the firm's primary offering and indicates it charges asset-based (percentage-of-AUM) fees for those services.
The firm describes a goals-oriented, long-term portfolio management approach with periodic account reviews and documentation of risks in its ADV. The brochure also addresses custodial arrangements and includes sections on investment discretion and voting client securities, indicating these operational elements are part of how the firm manages client accounts.
What is distinctive is the firm's scale relative to its client roster: it reports approximately $76.8 million in assets under management across 21 clients, which implies materially larger average account sizes than many independent peers. The ADV also shows the firm operates from two offices despite serving a small number of clients, a structure that shapes its client service model.
Client services
Portfolio management
Fee options
Main office location
Stamberger Capital Management, LLC
Palm Beach Gardens FL, United States
Number of offices
2
Most active in
Stamberger Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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