Stringer Asset Management, LLC

Stringer Asset Management, LLC (CRD# 166133) is a financial advisory firm headquartered in Memphis, TN. They manage $101,767,815 in 348 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $292,436
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AR, FL, IL, IN, KY, LA, MS, NC, NJ, TN, TX

Financial Advisors at Stringer Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Chad N. Keller
CRD#: 4835005
5050 Poplar Avenue, Suite 1103, Memphis, TN 38157
96
Wealthminder
score

Chad Keller (CRD# 4835005) is an Investment Advisor Representative working at Stringer Asset Management, LLC in Memphis, TN and has over 13 years of experience in the finance industry. Chad Keller 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
Gary S. Stringer
CRD#: 2917717
5050 Poplar Avenue, Suite 1103, Memphis, TN 38157
96
Wealthminder
score

Gary Stringer (CRD# 2917717) is an Investment Advisor Representative working at Stringer Asset Management, LLC in Memphis, TN and has over 18 years of experience in the finance industry.

3
Jonathan I. Bernstein
CRD#: 2470190
5050 Poplar Avenue, Suite 1103, Memphis, TN 38157
93
Wealthminder
score

Jonathan Bernstein (CRD# 2470190) is an Investment Advisor Representative working at Stringer Asset Management, LLC in Memphis, TN and has over 24 years of experience in the finance industry.

4
Thomas M. McCarthy
CRD#: 1224089
5050 Poplar Avenue, Suite 1103, Memphis, TN 38157
93
Wealthminder
score

Thomas McCarthy (CRD# 1224089) is an Investment Advisor Representative working at Stringer Asset Management, LLC in Memphis, TN and has over 34 years of experience in the finance industry.

5
Kimberly F. Escue
CRD#: 2109916
5050 Poplar Avenue, Suite 1103, Memphis, TN 38157
90
Wealthminder
score

Kimberly Escue (CRD# 2109916) is an Investment Advisor Representative working at Stringer Asset Management, LLC in Memphis, TN and has 1 year of experience in the finance industry.

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