Scottsdale, AZ Office
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Stronghold Capital Partners LLC
Team
Firm-wide stats for Stronghold Capital Partners LLC
About
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.
Based on Stronghold Capital Partners LLC
Expertise
Based on Stronghold Capital Partners LLC
Location
Scottsdale AZ
Advisors at this office
4
Advisors at this office
Blake E
Series 65
Scottsdale, AZ
Stronghold Capital Partners LLC
Blake Essary is a financial advisor at Stronghold Capital Partners LLC with six years of industry experience. He holds a Series 65 credential and has worked with several firms including Landing Rock Cash Management and National Gold Consultants. Outside of advising, he operates his own insurance agency and real estate business and serves as a solicitor for third-party managers and service providers. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, specializing in non-discretionary management and ERISA 3(21) retirement-plan services. The firm primarily acts as a solicitor for third-party managers, referring clients to external providers while offering direct advisory services in select cases.
Jason S
Series 65
Scottsdale, AZ
Stronghold Capital Partners LLC
Jason Stock is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 11 years of industry experience. His prior work includes roles at firms such as Compound Consulting, Landing Rock, and CalChoice Wealth Management. In addition to his advisory work, he operates an insurance agency through Jason Stock, PLLC and acts as a solicitor for third-party managers and banking institutions. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and referring clients to third-party managers and service providers. The firm uses documented Investment Policy Statements to guide asset recommendations based on clients’ goals and risk tolerance, primarily operating on a non-discretionary basis.
Cheri J
Series 63, Series 65
Scottsdale, AZ
Stronghold Capital Partners LLC
Cheri Johnson is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at CalChoice Wealth Management LLC and Transamerica Financial Advisors, Inc. Outside of her advisory work, she has experience in insurance product sales. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily acting as a solicitor for third-party managers and service providers while delivering direct advisory services in select cases.
Eric E
Series 65
Scottsdale, AZ
Stronghold Capital Partners LLC
Eric Elam is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 15 years of industry experience. His prior roles include positions at CalChoice Wealth Management LLC and Sterling Advisor Group. He is also the owner of Elam LLC, a financial services business. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and acting primarily as a solicitor for third-party managers and service providers while delivering direct RIA services in certain cases.
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