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- Custodian
- Charles Schwab & Company ยท Coinbase
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-2007
- Office Locations
- 2
Office Locations
About Stembrook Asset Management, LLC
Stembrook Asset Management is a fee-only, fiduciary wealth management and planning firm serving high-net-worth individuals, families, and business owners (typically $2M+ investable), including those navigating liquidity events and multi-generational wealth decisions. Portfolios are built with research-driven, tax-aware strategic asset allocation across stocks, bonds, and funds (including ETFs), with calibrated rebalancing rather than market timing. Client assets are custodied at Charles Schwab and supported by an advisory board spanning economics, tax/estate, and fixed income.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
PETER DAVID D'AGATI
Owner, President
- CRD
- #2406649
- Ownership
- 75% or more
THOMAS CHRISTOPHER KOSINSKI
Advisor, Chief Compliance Officer, PORTFOLIO MANAGER
- CRD
- #5738565
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,516,006 | $964,157 |
| Non-Discretionary | $0 | -- |
| Total | $147,516,006 | $964,157 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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