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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-10-2023
- Office Locations
- 2
Office Locations
About Stapleton Asset Management, LLC
Stapleton Asset Management is an independent, fee-only RIA in Franklin, TN providing portfolio management and financial planning for individuals and entrepreneurs. The firm emphasizes disciplined asset allocation, diversification, and retirement planning, using stress testing to gauge impacts from inflation, interest rates, healthcare costs, and equity performance. Offers coordinated investment, insurance, and estate-planning support with one-on-one guidance; custodied at Charles Schwab & Co.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
CRAIG MICHAEL STAPLETON-CORCORAN
Chief Compliance Officer, Owner, Portfolio Manager, President
- CRD
- #6924625
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joshua Michael Grass
--
- CRD
- #6851496
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,065,073 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,065,073 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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