New Braunfels, TX Office

Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, and offers ERISA 3(21) retirement-plan services. The firm also functions primarily as a solicitor for third‑party managers and service providers, referring clients to firms such as Portfolio Medics, Howard Capital Management, Landing Rock, and Human Interest while also delivering direct RIA services in certain circumstances.

The firm documents client objectives in an Investment Policy Statement and recommends TPMs or investment strategies based on clients’ goals, risk tolerance, and time horizon, with ongoing monitoring of selected third‑party managers. Stronghold may provide discretionary management in limited cases, but its Form ADV reports its assets under management as entirely non‑discretionary as of December 31, 2025, reflecting its sub‑advisor and referral model.

Distinctive features noted in the brochure include a multi‑office structure (nine offices) and formal solicitor relationships that generate referral fees and tie the firm to cash‑management and 401(k) providers (for example, Landing Rock and Human Interest). The brochure also discloses material regulatory matters — a state regulatory action (December 2025) and a May 2025 cease‑and‑desist order related to prior referral activity — and describes owners’ substantial outside insurance businesses and commission‑based product sales, conflicts the firm says it manages through disclosure and fiduciary procedures.