Standfast Asset Management, LLC

Standfast Asset Management offers discretionary and non-discretionary portfolio management, general financial consulting, and pension plan consulting to individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm’s brochure indicates a typical client has roughly $450,000 in investable assets and it generally requires a $100,000 minimum account, subject to waiver.

The firm relies primarily on fundamental analysis and a value/contrarian equity approach, investing mainly in large- and mid‑cap U.S. and foreign common stocks while also using ETFs, mutual funds, fixed income and cash equivalents as appropriate. Its disclosure notes active trading tools and strategies — including margin and inverse funds that may employ derivative instruments — and it has recently expanded disclosures addressing direct indexing, securities‑backed lines of credit, political risk and use of AI tools.

Standfast is unusual among similarly sized advisers in the number of client relationships it manages (227 clients for its single advisory professional), a high client‑per‑advisor ratio that can affect service delivery and operational demands. The firm also documents several services and risk areas that are less common for firms of its size — assistance with SBLOCs, direct indexing strategies, explicit use of derivative‑based products, use of AI for meeting recording/transcription — and it discloses prior state administrative fines relating to filing and disclosure issues in 2012 and 2016.