Stronghold Capital Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stronghold Capital Partners is a registered investment adviser that serves individual and business clients and provides financial planning, portfolio management, and retirement-plan (ERISA) services while also acting as a solicitor for third‑party managers. The brochure states the firm prepares Investment Policy Statements, offers ongoing monitoring and reporting, and reports approximately $49.8 million in non‑discretionary assets (with discretionary AUM reported as $0).
The firm typically recommends and places assets with third‑party managers (including Howard Capital Management, Portfolio Medics, Landing Rock and Human Interest) and monitors those managers’ performance and disclosures on an ongoing basis. Its stated methods include fundamental, technical and charting analysis, and it provides limited ERISA 3(21) fiduciary services for retirement plans; several advisory representatives are also licensed to sell insurance products, including variable annuities.
What distinguishes Stronghold from many peers is its solicitor‑centric business model, formal fee‑sharing relationships with multiple TPMs and cash‑management/401(k) providers, and a multi‑office team structure supporting those referral relationships. The firm also discloses a pending regulatory action (filed December 5, 2025) related to alleged unregistered securities activity, a disclosure event that is uncommon among similar team‑model firms.
Client services
Expertise
Fee options
1% annually flat fee charged by Stronghold Capital Partners LLC
Advisors may receive commissions from insurance products and variable annuities sales, separate from advisory fees
Financial planning services at $200 per hour
Fee-only: Financial planning charged at $200 per hour
Main office
See officeScottsdale AZ
Advisors at this office
4
Offices (9)
Scottsdale, AZ
Scottsdale, AZ
4 advisors
South Jordan, UT
South Jordan, UT
2 advisors
Edmond, OK
Edmond, OK
1 advisor
Franklin, TN
Franklin, TN
1 advisor
Lakewood, CO
8805 W 14th Ave, Lakewood, CO 80215
1 advisor
Montgomery, TX
Montgomery, TX
1 advisor
New Braunfels, TX
1110 Vintage Way, New Braunfels, TX 78132
1 advisor
Scottdale, AZ
7702 E Doubletree Ranch Road Suite 300, Scottdale, AZ 85258
1 advisor
Syosset, NY
125 Michael Drive Suite 105 Office 39, Syosset, NY 11791
1 advisor
Most active in
Arizona · California · Colorado · Hawaii · Louisiana · New York · Oklahoma · Tennessee · Texas · Utah
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Is not active or affiliated with:
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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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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.
Forms ADV
Advisors at this firm
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