Stronghold Capital Partners Llc
- Regulatory AUM
- $49.8M
- Discretionary
- $49.8M
- Clients
- 334
- Avg AUM / client
- $149K
- Accounts
- 334
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 334 | $49.8M | 100.0% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blake Aaron Essary | Registered representative | Aug 2021 (5y) | ||
| Jason Leon Stock | Registered representative | Aug 2021 (5y) | ||
| Cheri Ann Johnson | Registered representative | Mar 2022 (4y) | ||
| Stephen Kent Brown | Registered representative | Oct 2022 (4y) | ||
| Victor Luis Zayas | Registered representative | Nov 2022 (4y) | ||
| Eric Troy Elam | Registered representative | Mar 2023 (3y) | ||
| Jared James Prazen | Registered representative | Jun 2024 (2y) | ||
| Douglas Hermann | Registered representative | Aug 2024 (2y) | ||
| Teresa Robin Lundine | Registered representative | Feb 2025 (2y) | ||
| Brandon Ted Roper | Registered representative | Apr 2025 (1y) | ||
| William Gregory Young | Registered representative | Jun 2025 (1y) | ||
| Chandler Graham | Registered representative | Jan 2026 (1y) | ||
| David Kenneth Denoble | Registered representative | Jan 2026 (1y) |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SOLICITOR FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Axos Clearing $23.9M (48% of AUM) Jul 2026
- Charles Schwab & Co. $226K (0% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 06, 2026.
View current Form ADV (SEC/IAPD) ↗