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Stamper Capital & Investments, Inc. (Corona Del Mar)


Stamper Capital & Investments, Inc. is a large advisory firm based in Corona Del Mar. It manages $40.72 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Stamper Capital & Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stamper Capital & Investments: assets under management

The assets under management (AUM) of Stamper Capital & Investments, Inc. is $40.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stamper Capital & Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Corona Del Mar

The principal office where Stamper Capital & Investments, Inc. performs its advisory services is located at 2721 East Coast Highway, Corona Del Mar, CA 92625, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-673-5787 or by fax 949-673-5791. The normal business hours are 6:30-3:00pm pst on Monday - Friday. You can find more information about the New York firm at www.risk-adjusted.com.


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