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 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.
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.
You can also browse Stronghold Capital Partners LLC's office locations.
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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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