Stackhouse Enterprises
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stackhouse Capital LLC provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and small business owners. Services described in the brochure include cash-flow and tax planning, insurance reviews, retirement and estate planning, education funding recommendations, and both initial and ongoing financial planning engagements as well as hourly consultations.
The firm generally pursues a passive buy-and-hold investment strategy implemented within client-specific investment policy statements and emphasizes asset allocation and diversification informed by fundamental, technical, and cyclical analysis. Accounts are managed on a discretionary basis, monitored regularly, and custodian relationships (the firm recommends platforms such as Altruist) are used to execute trades and deliver periodic written reports.
What distinguishes Stackhouse is its ownership and affiliation with non‑advisory businesses: the principal also owns Stackhouse Tax Services and Stackhouse Insurance, and the brochure discloses referrals to those entities and potential conflicts of interest when tax or insurance products are recommended. The firm is a single‑advisor practice managing about $27.7 million in discretionary assets, discloses receipt of certain third‑party reimbursements (e.g., for CRM and planning tools), and recently added participation in the Altruist One program for enrolled client accounts.
Client services
Expertise
Occupation focus
Fee options
Initial comprehensive financial plan: $500 to $5,000
$0 - $10,000,000: 2.00% $10,000,000+: 1.00%
Up to $250 per hour for financial planning; up to $115 per hour for administrative tasks
Altruist One Program monthly fee: 0.01% asset-based fee (may be absorbed by firm or passed to client)
Main office
516 S. Ohio Ave.
Sedalia MO 65301
Advisors at this office
1
Most active in
Missouri · Texas
Also doing business as
Stackhouse Capital · Stackhouse Capital LLC · Stackhouse Enterprises
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)