SourcingSourcing

STEGINSKY CAPITAL LLC

A66
CRD 109617·SEC 801-57377
AUM
$599.0M
$500M-$1B
Est. Revenue
$6.0M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STEGINSKY CAPITAL LLC
CRD
109617
SEC file #
801-57377
EIN
223710500
DBA names
—

Economics

AUM
$599.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$136.2M → $599.0M▲ +340%
Client mix
Individuals High Net Worth56
Individuals Other46
Corporations15

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
steginsky.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STEGINSKY, ANDREW, DALE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
STEGINSKY, ANDREW, DALE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STEGINSKY.COM
Rdap Domain Creation Date
2000-03-13T18:19:22Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001120048
Edgar Registered
Yes
Edgar Filing Count
72
Edgar First Filing Date
2000-08-01
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
70
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001120048-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
P.O. BOX 123PORT WASHINGTON, NY 11050
Business
P.O. BOX 123PORT WASHINGTON, NY 11050
Edgar EIN
223710500
Edgar Recent Filings
13F-HR2026-05-04 · 0001120048-26-000002
13F-HR2026-02-05 · 0001120048-26-000001
Firm Has Custody
Yes
Rdap Domain Expiration Date
2031-03-13T17:19:22Z
Rdap Domain Last Changed
2026-01-12T07:35:42Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1015913
Trust Company Affiliate
No

People (1)

1
STEGINSKY, ANDREW, DALE
IAR · Direct Owner · 87.5%
1015913