$14.2M Total AUM
$14.2M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2019
- Office Locations
- 1
Office Locations
-- Virginia Beach VA
About Stag Rock LLC
Stag Rock LLC (founded 2018) provides investment management for retail clients, with a stated focus on entrepreneurs. Public filings indicate portfolios are primarily ETF-based, complemented by fixed income and cash allocations, and may incorporate socially responsible investing. Based in Virginia Beach, Virginia.
Team overview
-- AVG AGE
$14.2M AVG AUM / ADVISOR
$547.1K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Reed Pettit Foster
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #6556473
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,223,737 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,223,737 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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