$27.7M Total AUM
$27.7M Disc. AUM
-- 3Y CAGR
4 Employees
196 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-26-2022
- Office Locations
- 1
Office Locations
516 S. Ohio Ave. Sedalia MO
About Stackhouse Enterprises
Stackhouse Enterprises is a Sedalia-based RIA. The firm has been operating for 4 years. Managing $27.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$27.7M AVG AUM / ADVISOR
$141.4K AVG AUM / CLIENT
4.2 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Corey Michael Stackhouse
Chief Compliance Officer, Financial Advisor, Founder, Owner
- CRD
- #6338216
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,711,933 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,711,933 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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