Insights

Niche Client Focus Sterneck Capital Management serves a select range of clients across the nation, emphasizing a personalized, institutional-level wealth management approach. This specialization indicates potential for partnerships with high-net-worth individuals and family offices seeking tailored investment advisory services.

Recent Asset Investments The firm has recently increased its asset holdings, including stakes in companies like Transocean and Vanguard ETFs, demonstrating active portfolio management and growth strategies. This showcases an openness to strategic asset addition, presenting opportunities to offer advanced investment solutions and alternative assets.

Technology Utilization Leveraging cloud computing tools such as AWS, Cloudflare, and Microsoft 365 positions the company as tech-savvy and efficiency-driven. These advanced technology stacks indicate a potential interest in cybersecurity, cloud infrastructure, and financial tech tools for optimized operations and client service.

Small but Growing With a team of 2-10 employees and annual revenue between 10 to 25 million dollars, Sterneck Capital is a boutique firm with significant growth potential. This size and trajectory make it a prime candidate for services that support scaling, compliance, or operational automation as the firm expands.

Industry Positioning Operating within the competitive financial services space alongside industry giants suggests the need for innovative marketing and technology-driven client acquisition strategies. This provides opportunities to offer digital marketing, brand differentiation solutions, or client engagement platforms tailored for boutique wealth management firms.

Sterneck Capital Management, LLC Tech Stack

Sterneck Capital Management, LLC uses 8 technology products and services including Amazon Web Services, Cloudflare, Microsoft 365, and more. Explore Sterneck Capital Management, LLC's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Cloudflare
    Content Management System
  • Microsoft 365
    Email
  • PHP
    Programming Languages
  • Cloudflare Bot Management
    Security
  • Sqreen
    Security
  • Google Tag Manager
    Tag Management
  • MediaElement.js
    Video Players

Sterneck Capital Management, LLC's Email Address Formats

Sterneck Capital Management, LLC uses at least 1 format(s):
Sterneck Capital Management, LLC Email FormatsExamplePercentage
FLast@sterneckcapital.comJDoe@sterneckcapital.com
50%
FLast@sterneckcapital.comJDoe@sterneckcapital.com
50%

Frequently Asked Questions

Where is Sterneck Capital Management, LLC's headquarters located?

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Sterneck Capital Management, LLC's main headquarters is located at 1251 Northwest Briarcliff Parkway Suite 95 Kansas City, Missouri United States. The company has employees across 1 continents, including North America.

What is Sterneck Capital Management, LLC's phone number?

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You can contact Sterneck Capital Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sterneck Capital Management, LLC's official website and social media links?

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Sterneck Capital Management, LLC's official website is sterneckcapital.com and has social profiles on LinkedIn.

What is Sterneck Capital Management, LLC's SIC code NAICS code?

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Sterneck Capital Management, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Sterneck Capital Management, LLC have currently?

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As of March 2026, Sterneck Capital Management, LLC has approximately 9 employees across 1 continents, including North America. Key team members include Chief Operating Officer & Chief Compliance Officer: B. G.Chief Operating Officer: E. C.President: B. S.. Explore Sterneck Capital Management, LLC's employee directory with LeadIQ.

What industry does Sterneck Capital Management, LLC belong to?

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Sterneck Capital Management, LLC operates in the Financial Services industry.

What technology does Sterneck Capital Management, LLC use?

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Sterneck Capital Management, LLC's tech stack includes Amazon Web ServicesCloudflareMicrosoft 365PHPCloudflare Bot ManagementSqreenGoogle Tag ManagerMediaElement.js.

What is Sterneck Capital Management, LLC's email format?

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Sterneck Capital Management, LLC's email format typically follows the pattern of FLast@sterneckcapital.com. Find more Sterneck Capital Management, LLC email formats with LeadIQ.

When was Sterneck Capital Management, LLC founded?

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Sterneck Capital Management, LLC was founded in 1989.

Sterneck Capital Management, LLC

Financial ServicesMissouri, United States2-10 Employees

Sterneck Capital is a fiduciary, fee only, wealth manager based in Kansas City, MO., with a national client base. The firm was founded with the goal of bringing institutional level expertise to the individual.  We are proud to have been assisting clients, big and small, in reaching their financial goals for over 30 years. We encourage you to visit our website to learn more about who we are and who we help.  www.sterneckcapital.com

Disclosure:  Advisory Services offered through Sterneck Capital Management (SCM) an Investment Adviser registered with the U.S. Securities and Exchange Commission. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment. Past performance of investments is no indication of future results. Information found on this social media site is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Third-party posts that appear on this social media site have not been reviewed or approved by SCM or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of SCM or its advisers. Some third-party posts may be reviews or testimonials. SCM does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients. Reviews on this site may/may not be clients & they are not being compensated for sharing their opinion and experience. The reviewer's comments may not be representative of any other person's experience. Beware of scam reviews directing you to a 3rd party.

Section iconCompany Overview

Headquarters
1251 Northwest Briarcliff Parkway Suite 95 Kansas City, Missouri United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Sterneck Capital Management, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Sterneck Capital Management, LLC's revenue is estimated to be in the range of $10M$25M

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