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- Custodian
- Axos · Bank OF America · Charles Schwab & Company · LPL Financial · Transamerica
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-23-2021
- Office Locations
- 11
Office Locations
About Stronghold Capital Partners LLC
Stronghold Capital Partners LLC is a Scottsdale, AZ RIA serving retail investors, including entrepreneurs. The firm provides financial planning and investment management, with retirement, tax and estate planning and insurance solutions. Portfolios are primarily ETF-based with additional fixed-income allocations, and the practice uses custodians such as Charles Schwab and Axos.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Services
Owner & Executives
Blake Aaron Essary
Director, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7205836
- Ownership
- 50% but less than 75%
JASON LEON STOCK
Chief Compliance Officer, Founder, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6314780
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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STEPHEN KENT BROWN
Director of Finance
- CRD
- #6101788
DAVID KENNETH DENOBLE
--
- CRD
- #2755058
Showing 2 of 13 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,834,727 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,834,727 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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