STQ Capital Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
STQ Capital Partners offers combined wealth management — investment management paired with financial planning — to individuals, high-net-worth individuals, and charitable organizations. The firm operates as a fee-only adviser and uses percentage-of-assets billing for ongoing portfolio supervision and planning.
The firm builds portfolios using a mix of passive and active approaches guided by modern portfolio theory, fundamental and cyclical analysis, and may use ETFs, mutual funds, individual securities, and outside managers. Clients typically grant the firm limited discretionary trading authority, and financial plans address cash flow, estate, tax, insurance, and business-planning considerations.
Noteworthy features include that the firm was newly formed in late 2025 and, as of the brochure date, reported no assets under management and no clients while operating with a single principal and no additional staff. The firm requires clients to custody accounts at Schwab, leverages Schwab’s Model Market Center™, and does not aggregate or block trades for multiple accounts — practices that differ from many independent peers — and its principal brings prior institutional investment experience.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Business ownership considerations
Cash flow / budgeting
General estate planning guidance
General tax planning
Fee options
$0 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.55%
Fee-only: Fee-only; no commissions or sales-related compensation received.
Main office location
STQ Capital Partners
Los Angeles CA, United States
Number of offices
1
Most active in
STQ Capital Partners has reported serving >5 clients in these states in the last 12 months.
California
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:
-
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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