Stonegate Capital Advisors, LLC

Stonegate Capital Advisors, LLC (CRD# 113843) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $286,000,000 in 209 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7373 N Scottsdale Road #d-245, Scottsdale, AZ 85253
http://stonegateprivateclient.com
By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $1,368,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, CO, TX

Financial Advisors at Stonegate Capital Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joseph Kalmanovitz, financial advisor Scottsdale AZ
Joseph P. Kalmanovitz
CRD#: 4492517
7373 N Scottsdale Road #d-245, Scottsdale, AZ 85253
93
Wealthminder
score

Joseph Kalmanovitz (CRD# 4492517) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 16 years of experience in the finance industry.

2
Todd Ruble, financial advisor Scottsdale AZ
Todd M. Ruble
CRD#: 2991048
7373 N Scottsdale Road #d-245, Scottsdale, AZ 85253
93
Wealthminder
score

Todd Ruble (CRD# 2991048) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 11 years of experience in the finance industry.

3
Alvin Turner, financial advisor Scottsdale AZ
Alvin D. Turner
CRD#: 4253880
7373 N Scottsdale Road #d-245, Scottsdale, AZ 85253
93
Wealthminder
score

Alvin Turner (CRD# 4253880) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry.

4
Jameson Van Houten, financial advisor Scottsdale AZ
Jameson A. Van Houten
CRD#: 2771800
7373 N Scottsdale Road #d-245, Scottsdale, AZ 85253
86
Wealthminder
score

Jameson Van Houten (CRD# 2771800) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry. Jameson Van Houten 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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