Stumpf Capital Management LLC

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Assets, Funds, Holdings

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Stumpf Capital Management LLC
CRD #174508
SEC #801-110131
CIK #0001702698
AUM $105.3 M (2025-05-08)
Employees 1 (100% Investors, 0% Brokers)
Phone415-686-5215
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
16012896643202011201620212026
Sector Form 13F Holdings Value ($M)
Wells Fargo & Co/MN 22.9
Chevron Corp 14.6
AT&T Inc 8.7
GlaxoSmithKline PLC 1.8
Vodafone Group Public Ltd Co 1.5
Altria Group Inc 0.7
Dow Inc 0.4
Boeing Co 0.3
Exxon Mobil Corp 0.2
Philip Morris International Inc 0.2
View All
Holdings by Sector ($M)
14011284562802018201920202021
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 5 0.9
(b) Individuals (high net worth individuals) 3 104.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 8 105.3
By Discretionary
Discretionary 8 105.3
Non-Discretionary 0 0.0
Total 8 105.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 105.3
Total 8 105.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001702698]
Comparable Firms State AUM ($B)
Omdurman LLC
WA 0.1
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0.1
Stone Steps Financial LLC
CA 0.1
AG Financial LLC
UT 0.1
Delgado Wealth Management LLC
FL 0.1
Stites Financial Consulting
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Castle Financial & Retirement Planning Associates Inc
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Ironhorse Capital LLC
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TCN Private Wealth Management LLC
0.1
Bespoke Advisory LLC
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