Sterneck Capital Management LLC

Sterneck Capital Management LLC (CRD# 111463) is a financial advisory firm headquartered in Kansas City, MO. They manage $306,369,341 in 916 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    916
    ACCOUNTS
  • Average Account Value
    $334,464
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Educational seminars/workshops
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.

AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NC, NE, NJ, NY, OH, TN, TX, WA, WI

Financial Advisors at Sterneck Capital Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Zachary R. Emslie
CRD#: 5033134
4510 Belleview Avenue, Suite 204, Kansas City, MO 64111
96
Wealthminder
score

Zachary Emslie (CRD# 5033134) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 10 years of experience in the finance industry. Zachary Emslie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Regan P. Ervin
CRD#: 5691066
4510 Belleview Avenue, Suite 204, Kansas City, MO 64111
93
Wealthminder
score

Regan Ervin (CRD# 5691066) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 7 years of experience in the finance industry.

3
Laura M. Greenbaum
CRD#: 5660919
4510 Belleview Avenue, Suite 204, Kansas City, MO 64111
93
Wealthminder
score

Laura Greenbaum (CRD# 5660919) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 12 years of experience in the finance industry.

4
Frank M. Sterneck
CRD#: 1171973
4510 Belleview Avenue, Suite 204, Kansas City, MO 64111
93
Wealthminder
score

Frank Sterneck (CRD# 1171973) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 19 years of experience in the finance industry.

5
Robin P. Sterneck
CRD#: 1241565
4510 Belleview Avenue, Suite 204, Kansas City, MO 64111
93
Wealthminder
score

Robin Sterneck (CRD# 1241565) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 32 years of experience in the finance industry.

6
Robert J. McElwain
CRD#: 327191
4510 Belleview Avenue, Suite 204, Kansas City, MO 64111
87
Wealthminder
score

Robert McElwain (CRD# 327191) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.