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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-17-2016
- Office Locations
- 1
Office Locations
About Stinson Capital Management, LLC
Stinson Capital Management is a boutique, independent RIA based in San Mateo, CA (founded 1979) providing highly personalized "financial concierge" advice—portfolio management plus planning for retirement/college and divorce settlement analysis (CDFA on staff). Portfolios blend traditional and alternative exposures across public and private markets, including private real estate and private credit, with a Responsible Investing/ESG lens. Fee-only fiduciary; primary custodian Charles Schwab.
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Owner & Executives
VIJAY RAM KANAL
Chief Compliance Officer, Chief Investment Officer, Managing Member, President
- CRD
- #2374947
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,782,334 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,782,334 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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