Stadium Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stadium Financial LLC provides investment management and a range of financial planning services to individuals, high-net-worth clients, pension and profit‑sharing plans, charitable organizations, investment advisers, corporations, and other businesses. Its planning offerings include one‑time financial plan creation, ongoing comprehensive planning, and hourly engagements that cover cash flow, retirement projections, estate and tax planning, business planning, and insurance reviews.
The firm constructs portfolios using strategic and tactical asset allocation and may combine active and passive vehicles, drawing on fundamental, technical, cyclical, and tactical analyses described in its brochure. According to the brochure, it reports no discretionary assets and $26,842,844 in non‑discretionary assets under management (AUM) as of December 31, 2025, so client authorization is required before implementing trades in those accounts; the firm also reviews and advises on accounts it does not directly manage.
What is noteworthy about the firm relative to many peers is that it serves institutional client types (e.g., pension and profit‑sharing plans) while reporting primarily non‑discretionary AUM and that it may provide written performance or holdings reports and use projections in retirement and financial planning. Those practices — periodic performance reporting and reliance on non‑discretionary mandates alongside institutional engagements — are less common among independent advisers of this type.
Client services
Expertise
Occupation focus
Fee options
Financial Plan Creation fee (flat fee range $1,000 to $50,000 depending on net worth and complexity); Ongoing Comprehensive Financial Planning paid as a flat quarterly fee ($250 - $12,500 per quarter)
0.80% annually (Investment Management Services)
$300 per hour for Hourly Financial Planning
Minimum fee: Minimum annual fee of $1,600 for Investment Management Services Fee-only: Financial Planning fees: Financial Plan Creation ranges from $1,000 (net worth below $200,000) up to $50,000 (net worth $10,000,000 or above), generally 0.50% of net worth; Ongoing Comprehensive Financial Planning fees range from $250 to $12,500 per quarter; Hourly Financial Planning at $300/hour.
Main office
Orlando FL
Advisors at this office
1
Most active in
Florida · Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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