How STALEY CAPITAL MANAGEMENT COMPANY LLC Helps Clients: Key Takeaways
When it comes to financial management, clients often seek the guidance of an expert advisor to help them make sound decisions. This is where STALEY CAPITAL MANAGEMENT COMPANY LLC, a registered financial advisory firm located in New York, comes in. With over 15 years of experience in the industry, they provide personalized financial planning and investment management services to individuals, families, and businesses.
Facts and Insights
Founded in 2005, STALEY CAPITAL MANAGEMENT COMPANY LLC has established a strong reputation in the financial world. They are registered with the Securities and Exchange Commission (SEC) and manage over $500 million in assets. The firm currently has 5 advisors on staff who are dedicated to providing top-notch financial services to their clients.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 5 |
Financial Services Offered
STALEY CAPITAL MANAGEMENT COMPANY LLC offers a wide range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
The firm caters to a diverse range of clients, including individuals, families, small businesses, and non-profit organizations. They understand that each client has unique financial goals and needs, and they tailor their services accordingly.
Fees & Compensation
STALEY CAPITAL MANAGEMENT COMPANY LLC operates on a fee-only basis, meaning they do not earn commissions or sell financial products. Instead, they charge a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients, and there is no conflict of interest.
Background
The founder of STALEY CAPITAL MANAGEMENT COMPANY LLC, John Staley, has over 25 years of experience in the financial industry. He holds a bachelor’s degree in Finance and has earned multiple professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Under his leadership, the firm has grown to become a trusted name in the financial advisory world.
Financial Advisor Disclosures to Know
As a registered financial advisor, STALEY CAPITAL MANAGEMENT COMPANY LLC is required to disclose any potential conflicts of interest to their clients. This includes any affiliations with investment companies or potential conflicts of interest with their recommended investment products. Clients can access this information through their Form ADV, which is available upon request or on the SEC’s website.