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STERNECK CAPITAL MANAGEMENT LLC
CRD 111463File 801-45256
APPROVED
Retail clients
Custody
Filing as of Jul 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$327.9M
Below cohort median (national)
Discretionary AUM
$309.0M
Non-discretionary $18.9M
Clients
265
670 accounts
Employees
5
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 20, 1993
- Principal office
- 1251 NW BRIARCLIFF PKWY, STE 95, KANSAS CITY, MO, 64116
- Phone
- 816-531-2254
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $327.9M
- Discretionary AUM
- $309.0M
- Non-discretionary AUM
- $18.9M
- Discretionary accounts
- 620
- Non-discretionary accounts
- 50
- Total accounts
- 670
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $1.9M |
| Charitable organizations | 8 | $3.1M |
| High net worth individuals | 129 | $302.3M |
| Individuals (other than high net worth individuals) | 120 | $20.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — GENERIC NON-ADVIOSORY EDUCATIONAL FINANCIAL PLANNING SESSIONS F
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.