Stonegate Capital Advisors, LLC

Stonegate Capital Advisors, LLC (CRD# 113843) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $302,000,000 in 1,100 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    1,100
    ACCOUNTS
  • Average Account Value
    $274,545
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 - 5 of 5 top financial advisors.
1
Sean P. Mahoney
CRD#: 5132381
6263 N Scottsdale Rd, Ste295, Scottsdale, AZ 85250

Sean Mahoney (CRD# 5132381) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 14 years of experience in the finance industry.

2
Travis L. Powell
CRD#: 5798436
6263 N Scottsdale Rd, Ste295, Scottsdale, AZ 85250

Travis Powell (CRD# 5798436) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry. Travis Powell 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.

3
Todd M. Ruble
CRD#: 2991048
6263 N Scottsdale Rd, Ste295, Scottsdale, AZ 85250

Todd Ruble (CRD# 2991048) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 14 years of experience in the finance industry.

4
Alvin D. Turner
CRD#: 4253880
Oro Valley, AZ

Alvin Turner (CRD# 4253880) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Oro Valley, AZ and has over 20 years of experience in the finance industry.

5
Jameson A. Van Houten
CRD#: 2771800
6263 N Scottsdale Rd, Ste295, Scottsdale, AZ 85250

Jameson Van Houten (CRD# 2771800) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 18 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.

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