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STERNECK CAPITAL MANAGEMENT LLC
CRD 111463 · SEC 801-45256
1251 NW BRIARCLIFF PKWY, STE 95, KANSAS CITY, MO, 64116, United States
Phone
816-531-2254
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$327.9M
Discretionary AUM
$309.0M
Team
5 total employees; 4 advisory reps; 12 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; GENERIC NON-ADVIOSORY EDUCATIONAL FINANCIAL PLANNING SESSIONS F
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminarsEXECUTIVE LEADERSHIP COACHING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $20.6M |
| High net worth individuals | 129 | $302.3M |
| Charitable organizations | 8 | $3.1M |
| Corporations/business entities | 8 | $1.9M |
States served
AZ, CA, IL, KS, NE, NY, OK, UT, MO, TX
All web addresses on file
Official SEC filing: View on IAPD