AUMdb
SC

Stranberg Capital Llc

State-registered Wealth Manager · Small ($100M–$1B) CRD 114581 · SEC file 801-131933 · Southlake, TX
☆ Save with Pro ADV data as of Jul 29, 2026
Regulatory AUM
$103M
Discretionary
$103M
Clients
51
Avg AUM / client
$2.0M
Accounts
51
Employees
2

AUM over time

$37.0M $103M
Dec 6, 2011 Jul 29, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 29, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 28 $18.0M 17.5%
High net worth individuals 23 $85.0M 82.5%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Peter Stinson Stranberg Managing Member/Chief Compliance Officer Aug 1996 (30y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/21/2025 982 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.

View current Form ADV (SEC/IAPD) ↗