STERNECK CAPITAL MANAGEMENT LLC
C36
CRD 111463·SEC 801-45256·KANSAS CITY, MO
AUM
$327.9M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$984K
@ 30% margin
Est. Deal Value
$7.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $218.7M
'21 · $225.9M
'22 · $233.1M
'23 · $275.8M
'25 · $277.9M
'26 · $327.9M
'20'26
$218.7M → $327.9M▲ +50%
Client mix
| Individuals High Net Worth | 129 |
| Individuals Other | 120 |
| Charitable Organizations | 8 |
| Corporations | 8 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 5 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
4 advisors → 4 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicalsEducational Seminars Workshops
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1251 NW BRIARCLIFF PKWY#95KANSAS CITY, MO 64116
Business
1251 NW BRIARCLIFF PKWY#95KANSAS CITY, MO 64116
Edgar Recent Filings
13F-HR2026-04-17 · 0001438574-26-000002
13F-HR2026-01-22 · 0001438574-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited