$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
15 yrs Firm Age
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- Custodian
- Stifel · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-09-2011
- Office Locations
- 1
Office Locations
-- Capitola CA
About Stamper Capital & Investments, Inc.
Stamper Capital & Investments, Inc. is a Capitola, CA RIA serving retail clients including entrepreneurs. The firm focuses on risk-managed portfolio construction with an emphasis on fixed income—particularly municipal bonds—and cash management, and also uses mutual funds. Custody is reported with Wells Fargo Clearing Services.
Team overview
66 AVG AGE
$2.4M AVG AUM / ADVISOR
$806.5K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BRUCE CLARK STAMPER
Chief Compliance Officer, President
- CRD
- #2079920
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,419,387 | $2,395,095 |
| Non-Discretionary | $0 | -- |
| Total | $2,419,387 | $2,395,095 |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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