CRD: 111463
Sterneck Capital Management LLC
$327.9M Total AUM
$309.0M Disc. AUM
5.6% 3Y CAGR
5 Employees
277 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Principal · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-20-1993
- Office Locations
- 3
Office Locations
1251 NW Briarcliff Pkwy STE 95 Kansas City MO
-- Park City UT
-- Waterloo NE
About Sterneck Capital Management LLC
Sterneck Capital Management is an independent, fee-only, SEC-registered RIA founded in Kansas City over three decades ago, serving clients nationwide. Its credentialed advisors deliver integrated financial planning and investment management, pairing a disciplined, goal- and values-aligned approach with high-touch, relationship-led service and a transparent fee structure.
Team overview
50 AVG AGE
$82.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11.3 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
32yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
AUSTIN LLOYD DRAKE
Senior Wealth Manager, Wealth Advisor
- CRD
- #6365082
- Ownership
- 50% but less than 75%
Available
Available
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FRANK MARTIN STERNECK
Managing Member, Vice President
- CRD
- #1171973
- Ownership
- 50% but less than 75%
Available
Available
Available
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ROBIN PEPPE STERNECK
Director
- CRD
- #1241565
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $309,008,342 | $498,401 |
| Non-Discretionary | $18,930,274 | $378,605 |
| Total | $327,938,616 | $489,461 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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