Sterneck Capital Management, LLC Employee Directory
Financial ServicesMissouri, United States2-10 Employees
Sterneck Capital Management, LLC is a fiduciary, fee-only wealth manager based in Kansas City, Missouri, serving a national client base and aiming to bring institutional-level expertise to individual investors. Founded with this objective, the firm has positioned itself in the financial services industry as a small practice that supports clients across varying scales, seeking to help them reach their financial goals over time. The company emphasizes its advisory services through registered investment adviser status with the U.S. Securities and Exchange Commission, and its operations are conducted from its Kansas City office. Recent activity includes adding positions in specific assets, reflecting ongoing portfolio management for its clients. The firm maintains a cautious, professional stance on third-party content and emphasizes that information should not be considered investment advice.