A complete list of active advisors currently associated with Stronghold Capital Partners LLC
Warmer can help you find a great advisor at Stronghold Capital Partners LLC or one who fits your needs even better.
Stronghold Capital Partners provides investment advisory and financial planning services to individual and business clients, and also serves qualified retirement plans with ERISA 3(21) services. The firm primarily acts as a solicitor for third‑party managers (including Portfolio Medics, Howard Capital Management, and Landing Rock) while also offering RIA asset management, financial planning, and cash‑management solutions such as insured deposit accounts. Stronghold creates Investment Policy Statements for clients and uses a mix of analysis methods (fundamental, technical, charting) to match portfolios to stated goals, time horizons, tax status and risk tolerance; when TPMs are selected the firm conducts ongoing monitoring and assists clients with onboarding and paperwork. The firm routinely places clients with outside managers and documents that relationship, and it may provide discretionary management directly in some situations while most client assets are reported as non‑discretionary. Several features distinguish Stronghold from many multi‑team peers: advisors at the firm also hold insurance licenses and may receive commissions from insurance and annuity sales, the firm receives solicitor fees from TPMs and maintains a cash‑management arrangement that offers FDIC‑insured deposit solutions, and it reports $0 in discretionary AUM versus $49,834,727 in non‑discretionary AUM. The brochure also discloses a pending regulatory action initiated December 5, 2025 related to alleged unregistered securities activity, which the firm notes remains unresolved.
To learn more about the advisors currently working at Stronghold Capital Partners 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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")