Stellar Capital Management LLC

Stellar Capital Management LLC (CRD# 109415) is a financial advisory firm headquartered in Phoenix, AZ. They manage $245,090,047 in 178 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    245
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $1,376,910
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

AZ, CA, PA, TX

Financial Advisors at Stellar Capital Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
John E. Reimer
CRD#: 2066520
2200 E. Camelback Road, Suite 130, Phoenix, AZ 85016
96
Wealthminder
score

John Reimer (CRD# 2066520) is an Investment Advisor Representative working at Stellar Capital Management LLC in Phoenix, AZ and has over 25 years of experience in the finance industry.

2
Richard D. Stern
CRD#: 2659735
2200 E. Camelback Road, Suite 130, Phoenix, AZ 85016
96
Wealthminder
score

Richard Stern (CRD# 2659735) is an Investment Advisor Representative working at Stellar Capital Management LLC in Phoenix, AZ and has over 22 years of experience in the finance industry.

3
Robert W. Elzholz
CRD#: 5084381
2200 East Camelback Road, Suite 130, Phoenix, AZ 85016
93
Wealthminder
score

Robert Elzholz (CRD# 5084381) is an Investment Advisor Representative working at Stellar Capital Management LLC in Phoenix, AZ and has over 11 years of experience in the finance industry.

4
Philip A. Lamell
CRD#: 2395016
2200 East Camelback Road, Suite 130, Phoenix, AZ 85016
93
Wealthminder
score

Philip Lamell (CRD# 2395016) is an Investment Advisor Representative working at Stellar Capital Management LLC in Phoenix, AZ and has over 19 years of experience in the finance industry.

5
Sheryl L. Rayner
CRD#: 5740274
2200 East Camelback Road, Suite 130, Phoenix, AZ 85016
93
Wealthminder
score

Sheryl Rayner (CRD# 5740274) is an Investment Advisor Representative working at Stellar Capital Management LLC in Phoenix, AZ and has over 8 years of experience in the finance industry.

6
Stephen J. Taddei Aka Taddie
CRD#: 1358566
2200 E. Camelback Road, Suite 130, Phoenix, AZ 85016
93
Wealthminder
score

Stephen Taddei Aka Taddie (CRD# 1358566) is an Investment Advisor Representative working at Stellar Capital Management LLC in Phoenix, AZ and has over 32 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.