S
$95.2M Total AUM
$95.2M Disc. AUM
-- 3Y CAGR
2 Employees
55 ADV. Clients
22 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-18-2003
- Office Locations
- 1
Office Locations
1121 S. Carroll, Suite 230 Southlake TX
About Stranberg Capital LLC
Stranberg Capital LLC is a Southlake-based RIA. The firm has been operating for 22 years. Managing $95.2M in total assets under management, with 2 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company.
Team overview
-- AVG AGE
$47.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
23 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Owner & Executives
P
PETER STINSON STRANBERG
Chief Compliance Officer, Investment Analyst, Managing Member
- CRD
- #1403854
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,200,000 | $780,000 |
| Non-Discretionary | $0 | -- |
| Total | $95,200,000 | $780,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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