S
Stalnaker Investment Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The firm provides investment management primarily for pooled vehicles and institutional mandates, offering discretionary portfolio management and related advisory services. Its filings indicate service arrangements and fee practices that differ from many peers in the investment-manager category.
The firm’s investment work is informed by the principal’s finance education and prior experience at broker‑dealers and a regional bank, and the firm conducts portfolio management and investment analysis consistent with that background. The principal also conducts real estate appraisal as an outside business activity, which may inform the firm’s treatment of real assets and valuation considerations.
Notably, the firm does not rely on percentage‑of‑assets‑under‑management fees, a departure from a common billing model among similar managers, and its policies state the advisor does not receive sales‑based bonuses or economic benefits from non‑clients. That combination of institutional focus, atypical fee arrangements, and concurrent real‑estate appraisal activity makes the firm’s profile uncommon among similarly sized investment managers.
Client services
Portfolio management
Expertise
Real estate investing
Main office location
Stalnaker Investment Group, Inc.
Saint Simons Island GA, United States
Number of offices
1
Most active in
Stalnaker Investment Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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