Stinson Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$54,782,334
Clients
36
56% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
LowAverage account size
$1,521,732
About
Stinson Capital Management, LLC is a fee-only, registered investment adviser that provides discretionary portfolio management and standalone financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm’s advisory services include traditional investment management as well as specialized consulting such as Certified Divorce Financial Analyst (CDFA®) divorce financial analysis.
The firm’s investment process emphasizes fundamental research and conservative valuation with a longer-term orientation, supplemented by asset allocation and diversification across equities, fixed income, ETFs, REITs, and alternative investments available through custodial platforms. Where authorized by clients, SCM may employ covered call and short put option strategies and monitors positions continuously to align with client objectives and changing market conditions.
Noteworthy features for a firm of this size include its small, owner-operated structure (a single principal managing roughly $54.8 million for 36 clients) and its documented use of Schwab’s institutional platform and educational events to support research and practice management. The brochure also highlights distinctive service elements such as formal quarterly performance reporting, written financial plans delivered within a defined timeframe, and the CDFA credential, which indicate a focus on both complex investment strategies and specialized financial-planning needs.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Divorce financial planning
Options & derivatives strategies
Private / alternative investments
Real estate investing
Fee options
Up to $3,000 for financial plans
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.65% flat for all assets
$450 per hour for financial planning; $375 per hour for CDFA services
Account minimum: $750,000 Minimum fee: $500 per quarter (for below-minimum portfolios) Fee-only: Yes, fee-only
Main office location
Stinson Capital Management, LLC
San Mateo CA, United States
Number of offices
2
Most active in
Stinson Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
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
Quick links
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