About STIFEL CAPITAL MANAGEMENT, LLC
STIFEL CAPITAL MANAGEMENT, LLC is a financial advisory firm that provides expert financial planning and management services to clients. With a team of experienced professionals, STIFEL CAPITAL MANAGEMENT, LLC is dedicated to helping clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive financial planning and management services
- Works closely with clients to develop personalized financial strategies
- Provides ongoing support and guidance to help clients navigate the ever-changing financial landscape
- Utilizes a holistic approach to address all aspects of a client’s financial life
- Strives to build long-term relationships and serve as a trusted advisor for generations to come
Facts and Insights
STIFEL CAPITAL MANAGEMENT, LLC has been in the financial advisory business for over 100 years and has accumulated a wealth of knowledge and experience in the field. The firm’s team of advisors stays up-to-date with the latest industry trends and regulations to provide the best possible service to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $22.6 billion | 1,200+ | Over 100 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Portfolio analysis
Client Types
STIFEL CAPITAL MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, small businesses, and institutions. The firm takes a personalized approach to address the unique needs and goals of each client.
Fees & Compensation
STIFEL CAPITAL MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm’s compensation is tied directly to the success of the client’s portfolio.
Background
STIFEL CAPITAL MANAGEMENT, LLC is a wholly owned subsidiary of Stifel Financial Corp, a leading financial services holding company. The firm has a strong financial backing and is committed to providing top-quality services to its clients.
Financial Advisor Disclosures to Know
STIFEL CAPITAL MANAGEMENT, LLC operates with the utmost transparency and adheres to all industry regulations. The firm’s advisors have no recent disciplinary actions and have a clean record. Clients can trust that their best interests are always the top priority at STIFEL CAPITAL MANAGEMENT, LLC.