$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-20-2021
- Office Locations
- 1
Office Locations
1028 Cresthaven Road Suite 200 Memphis TN
About Stellar Assets L.l.c.
Stellar Assets manages Schwab-held taxable and retirement equity accounts, with an optional overlay using put/call options on individual stocks. The firm focuses on undervalued, fundamentally sound companies, ranking 3,000+ stocks on value, downside risk and momentum across market regimes. It also plans a limited set of hedge funds for accredited/qualified investors.
Team overview
54 AVG AGE
$5.0M AVG AUM / ADVISOR
$294.1K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
John Andrew Wright
Chief Compliance Officer, Chief Investment Officer, Managing Member, President
- CRD
- #7160030
- 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 | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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