Stackhouse Enterprises

Stackhouse Capital LLC provides personalized financial planning and discretionary investment management to individuals, high‑net‑worth clients, and small business owners. Its services include comprehensive financial planning (initial, ongoing, and hourly engagements), cash‑flow and tax planning, insurance review, investment management, education funding, retirement planning, and estate planning.

The firm typically implements diversified, passive buy‑and‑hold portfolios guided by client‑specific Investment Policy Statements and uses fundamental, technical, and cyclical analysis as supporting tools; capital market conditions and client circumstances are monitored and portfolios are adjusted as appropriate. Accounts are managed on a discretionary basis, reviewed at least annually, and clients can be enrolled in optional programs such as Altruist One to access custodial and platform benefits.

Distinctive features disclosed in the brochure include affiliations with an insurance agency and a tax services business, and the potential for referral arrangements or commissions when clients use those affiliated services; the firm states it will disclose and manage these conflicts. The firm also notes receipt of limited third‑party benefits (for example, reimbursements from Altruist toward CRM and planning tools), recommends specific custodians, and offers both standalone and ongoing planning engagements as part of its service mix.