Stamos Capital Partners, LP

Stamos Capital Partners, LP (CRD# 134660) is a financial advisory firm headquartered in Menlo Park, CA. They manage $3,949,162,766 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,949
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $50,630,292
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Stamos Capital Partners, LP
Showing 1 - 1 of 1 top financial advisors.
1
John R. Schmiedel
CRD#: 1859628
2498 Sand Hill Road, Menlo Park, CA 94025
93
Wealthminder
score

John Schmiedel (CRD# 1859628) is an Investment Advisor Representative working at Stamos Capital Partners, LP in Menlo Park, CA and has over 18 years of experience in the finance industry.

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