Stackhouse Enterprises

Stackhouse Capital LLC provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and small business owners. Services described in the brochure include cash-flow and tax planning, insurance reviews, retirement and estate planning, education funding recommendations, and both initial and ongoing financial planning engagements as well as hourly consultations.

The firm generally pursues a passive buy-and-hold investment strategy implemented within client-specific investment policy statements and emphasizes asset allocation and diversification informed by fundamental, technical, and cyclical analysis. Accounts are managed on a discretionary basis, monitored regularly, and custodian relationships (the firm recommends platforms such as Altruist) are used to execute trades and deliver periodic written reports.

What distinguishes Stackhouse is its ownership and affiliation with non‑advisory businesses: the principal also owns Stackhouse Tax Services and Stackhouse Insurance, and the brochure discloses referrals to those entities and potential conflicts of interest when tax or insurance products are recommended. The firm is a single‑advisor practice managing about $27.7 million in discretionary assets, discloses receipt of certain third‑party reimbursements (e.g., for CRM and planning tools), and recently added participation in the Altruist One program for enrolled client accounts.