A complete list of active advisors currently associated with Stinson Capital Management, LLC

Warmer can help you find a great advisor at Stinson Capital Management, LLC or one who fits your needs even better.

Stinson Capital Management, LLC is a fee-only, registered investment adviser that provides discretionary portfolio management and standalone financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm’s advisory services include traditional investment management as well as specialized consulting such as Certified Divorce Financial Analyst (CDFA®) divorce financial analysis. The firm’s investment process emphasizes fundamental research and conservative valuation with a longer-term orientation, supplemented by asset allocation and diversification across equities, fixed income, ETFs, REITs, and alternative investments available through custodial platforms. Where authorized by clients, SCM may employ covered call and short put option strategies and monitors positions continuously to align with client objectives and changing market conditions. Noteworthy features for a firm of this size include its small, owner-operated structure (a single principal managing roughly $54.8 million for 36 clients) and its documented use of Schwab’s institutional platform and educational events to support research and practice management. The brochure also highlights distinctive service elements such as formal quarterly performance reporting, written financial plans delivered within a defined timeframe, and the CDFA credential, which indicate a focus on both complex investment strategies and specialized financial-planning needs.

To learn more about the advisors currently working at Stinson Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.