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 $113.1 MM (2023-03-17)
Employees 1 (100% Investors, 0% Brokers)
Phone415-686-5215
Address18720 N 101st Street
Scottsdale, AZ 85255
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
16012896643202010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 3 0.5
(b) Individuals (high net worth individuals) 3 112.6
(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 6 113.1
By Discretionary
Discretionary 6 113.1
Non-Discretionary 0 0.0
Total 6 113.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 113.1
Total 6 113.1
EDGAR Form CIK 2011 - 2023
13F-HR [0001702698]
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Freedom Family Office LLC
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Foundry Wealth Advisors LLC
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AXIM Wealth Management LLC
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Korving & Company LLC
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Independent Financial Advisors Inc
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