A complete list of active advisors currently associated with STQ Capital

Warmer can help you find a great advisor at STQ Capital or one who fits your needs even better.

STQ Capital LLC provides wealth management and financial planning services to individuals, high-net-worth clients, and charitable organizations, combining ongoing investment management with planning work that can include business planning, estate and tax planning, and cash-flow analysis. The firm operates as a fee-only registered adviser and, in its most recent filing, reports no assets under management or active clients. Investment implementation is asset-allocation driven and draws on both passive and active strategies guided by modern portfolio theory, fundamental and cyclical analysis, and the use of mutual funds, ETFs, and individual securities. STQ may use model-based solutions available through Schwab’s Model Market Center, recommend outside managers while retaining overall oversight, and generally manages client accounts on a discretionary basis with the ability to accommodate client-imposed restrictions in writing. Notably, STQ documents a formal compliance infrastructure—including a designated chief compliance officer, a Code of Ethics, and a business continuity plan—and does not present itself as a solo-practitioner model, a characteristic that is statistically uncommon among peers. The firm requires custody of client assets at Charles Schwab to access Schwab’s platform and discloses receipt of institutional services from Schwab while otherwise operating as a fee-only adviser.

To learn more about the advisors currently working at STQ Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.