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How does the advisor help clients – Key Takeaways:
STADIA CAPITAL, LLC is a financial advising firm that provides a range of services to help clients achieve their financial goals. Here are some key takeaways about how they can assist you:
- Offer a variety of financial services, such as investment management, retirement planning, and tax planning.
- Work with various types of clients, including individuals, families, and businesses.
- Charge fees based on a percentage of assets under management, ensuring their interests align with their clients’.
- Have a strong background and experience in the financial industry.
- Disclose any potential conflicts of interest to their clients.
Facts and Insights
Founded in 2007, STADIA CAPITAL, LLC has been in the financial advising business for over 13 years. With a team of experienced advisors, they have managed to grow their assets under management over the years.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2015 | 100 | 5 |
| 2016 | 125 | 7 |
| 2017 | 150 | 9 |
| 2018 | 175 | 11 |
| 2019 | 200 | 13 |
| 2020 (YTD) | 225 | 15 |
Financial Services Offered
STADIA CAPITAL, LLC offers a wide range of financial services to assist clients in achieving their financial goals. Some of the services they provide include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
- Debt management and consolidation
Client Types
The advisors at STADIA CAPITAL, LLC work with a diverse group of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profit organizations
- Trusts
Fees & Compensation
STADIA CAPITAL, LLC charges fees for their services based on a percentage of assets under management. This ensures that their interests are aligned with their clients’ goals and that they are incentivized to help grow their clients’ portfolios.
Background
The team at STADIA CAPITAL, LLC has years of experience in the financial industry and has a strong background in finance, investments, and financial planning. They are dedicated to helping their clients make informed and strategic financial decisions.
Financial Advisor Disclosures to Know
As a registered investment advisor, STADIA CAPITAL, LLC is regulated by the Securities and Exchange Commission (SEC) and adheres to their strict rules and regulations. They are also required to disclose any potential conflicts of interest to their clients, ensuring transparency and trust in their financial advice.