Stag Rock LLC

Stag Rock provides discretionary asset management and one‑time financial planning to individual and high‑net‑worth clients, tailoring portfolios to client goals and risk tolerance and investing across equities, fixed‑income, exchange‑traded funds, real estate funds, non‑U.S. securities and private placements. The firm reports managing about $14.2 million for roughly 26 clients and generally applies account minimums (typically $250,000) that may be waived in certain circumstances.

The investment process emphasizes fundamental analysis and discounted cash‑flow valuation for equities, a long‑term buy‑and‑hold orientation, and a bond‑ladder approach for fixed income, with ETFs or mutual funds used when individual securities are not feasible. Clients complete a FactFinder and Investment Policy Statement, grant discretionary authority for trading, and accounts are reviewed at least quarterly while financial planning is provided principally as a one‑time deliverable rather than on an ongoing basis.

The firm discloses an affiliation with a separate certified public accounting practice that provides tax preparation and valuation services; those accounting services are offered independently and are billed separately, which the firm identifies as a potential conflict of interest. The brochure also notes that the firm’s managing member maintains substantial international airline flying as an outside business activity that can overlap U.S. trading hours, and the firm will not vote client proxies, leaving proxy voting to clients.