Stellar Capital Management LLC

Stellar Capital Management LLC is a newly formed registered investment adviser whose disclosure brochure describes services aimed at individuals and high‑net‑worth clients through discretionary investment management. Although classified in the investment‑manager category that often oversees pooled or institutional assets, the firm’s materials emphasize individually managed portfolios built with mutual funds, ETFs and, when appropriate, individual stocks, bonds and options.

The firm’s investment process relies on fundamental analysis and a generally long‑term orientation while retaining the flexibility to make shorter‑term trades or reallocations to meet client needs. SCM constructs strategic asset allocations, implements portfolios primarily with low‑cost funds, and conducts ongoing monitoring with formal client reviews at least annually; it also serves as a fiduciary for retirement accounts when providing ERISA/IRC advice.

Distinctive features noted in the brochure include that SCM is newly established with no assets under management reported and is operated by a single advisory principal who maintains substantial outside employment (approximately half of monthly time), a circumstance the firm identifies as a potential conflict and says it mitigates through policies. The firm also discloses an institutional relationship with a major custodian that provides technology and support benefits and maintains personal‑trading policies that require reporting and oversight by its compliance officer.