What departments does Steven Charles Capital, LTD have?

Steven Charles Capital, LTD has employees across 3 departments including Operations, Research, Administrative.

What is the largest department at Steven Charles Capital, LTD?

The largest department at Steven Charles Capital, LTD is Operations with 1 employees.

Where are Steven Charles Capital, LTD employees located globally?

Steven Charles Capital, LTD has employees across 1 continents and 1 countries including United States Of America.

How has Steven Charles Capital, LTD's team size changed over time?

Steven Charles Capital, LTD's team has remained stable from approximately 1 to 1 employees based on available data.

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Steven Charles Capital, LTD Employee Directory

Investment ManagementNew York, United States2-10 Employees

Steven Charles Capital, LTD is a private wealth management firm established in 1985 and based in Rochester, New York. The company focuses on asset management and legacy planning, serving high net-worth individuals, small business endowments, and non-profit organizations. Its services are oriented toward preserving and growing client wealth while addressing long-term planning considerations for its specialized clientele.
Operating within the investment management industry, Steven Charles Capital positions itself as a boutique firm in the Rochester area, offering tailored guidance for affluent clients and organizations with stewardship or endowment needs. The firm is small in size, reflecting a closely held practice that emphasizes personalized asset management and legacy planning over broader, mass-market offerings.

Steven Charles Capital, LTD Global Highlights

North America
9

United States Of America
9

Steven Charles Capital, LTD's Leadership

J. B.
Coo
Mobile Phone
Email
M. P.
President
Mobile Phone
Email
R. L.
Vice President
Mobile Phone
Email
J. B.
Director Of Research
Mobile Phone
Email
S. B.
Client Relations
Mobile Phone
Email
W. J.
Administrator
Mobile Phone
Email

Steven Charles Capital, LTD Employee Metrics

100%

50%

2026

2025

Business
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Steven Charles Capital, LTD

Name

Title

Contact Info

Location

Last Update

J. B.
Coo
Mobile Phone
Email
United StatesNew York
Nov 19, 2025
M. P.
President
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
R. L.
Vice President
Mobile Phone
Email
UNITED STATES
Jul 12, 2023
J. B.
Director Of Research
Mobile Phone
Email
UNITED STATES
Jun 08, 2026
S. B.
Client Relations
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
W. J.
Administrator
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Steven Charles Capital, LTD known for?

Steven Charles Capital, LTD was founded in 1985 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-716-325-****

. Explore Steven Charles Capital, LTD's company overview page for more information.

What is Steven Charles Capital, LTD's most common email format?

Steven Charles Capital, LTD employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Steven Charles Capital, LTD email formats with LeadIQ.

How many employees does Steven Charles Capital, LTD have currently?

Steven Charles Capital, LTD has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Steven Charles Capital, LTD's key employees and leadership?

As of July 2026, Steven Charles Capital, LTD's key employees include:

Coo: J. B.
President: M. P.
Vice President: R. L.
Director Of Research: J. B.
Client Relations: S. B.

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Steven Charles Capital, LTD Employee Directory

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