CRD: 290956
Stonegate Capital Management, LLC
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- Custodian
- Brown Brothers · Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-21-2020
- Office Locations
- 1
Office Locations
About Stonegate Capital Management, LLC
Stonegate Capital Management is a Colorado-based RIA providing one-on-one, values-aligned wealth management and financial planning, focused on balancing long- and short-term goals and building resilient portfolios for legacy needs. Investment strategy and portfolio construction center on asset allocation using vehicles like mutual funds and ETFs; accounts are custodied with major platforms such as Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEITH M DAVIS
Managing Member
- CRD
- #6475301
- Ownership
- 75% or more
MANUEL ALEJANDRO MENDEZ
Chief Compliance Officer
- CRD
- #6370557
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,496,700 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,496,700 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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