Stamper Capital & Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stamper Capital & Investments provides investment supervisory services focused exclusively on municipal bond accounts for high‑tax‑bracket individual investors and institutional clients. The firm is compensated as a percentage of assets under management and reported $2,419,387 in discretionary AUM as of December 31, 2025.
The firm’s investment process centers on a proprietary Upside Potential/Downside Protection/Current Yield methodology, described in the brochure as similar to a value‑contrarian approach, and incorporates fundamental, technical and cyclical analysis. Although primarily a municipal bond manager, the brochure discloses that the adviser may at times employ shorter‑term trades and trading tools — including purchases above call price, short sales, margin transactions and option strategies — as part of its implementation.
Noteworthy aspects highlighted in the brochure include a disclosed historical performance track record tied to the portfolio manager’s long tenure running a municipal bond mutual fund (symbols cited such as VMPAX and VMPYX) and the firm’s role as a sub‑advisor and manager of institutional accounts. The brochure also describes operational features that can affect execution and costs, such as sub‑advisory relationships with broker‑dealers, custodian arrangements at broker‑dealers, and the portfolio manager’s receipt of preferred commission terms on personal trades.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.50% $1,000,000 - $3,000,000: 0.40% $3,000,000+: 0.30%
Account minimum: $250,000 Fee-only: Fees are based solely on a percentage of assets under management; no commissions or other fees accepted.
Main office
Capitola CA
Advisors at this office
1
Most active in
California
Disclosures
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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.
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