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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-10-2019
- Office Locations
- 1
Office Locations
About Stubbs Investments, LLC
Stubbs Investments, LLC is a Colorado-registered RIA providing asset management and financial planning, including investment planning, tax and estate planning, insurance guidance, and business succession support. The firm emphasizes asset allocation using ETFs and index funds, with additional exposure to fixed income and real estate themes. Portfolios are custodied at Charles Schwab & Company.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jesse Ryan Stubbs
Chief Compliance Officer, Managing Director, Managing Member, Owner, President
- CRD
- #7074072
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,083,132 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,083,132 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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