Investment adviser · CRD 111463

STERNECK CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

KANSAS CITY, MO, United States · Form ADV filed Jul 7, 2026

Regulatory AUM
$328M
Form ADV · Item 5.F
Client accounts
670
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals129$302,315,05092.2%
Individuals120$20,621,0036.3%
Charities8$3,107,7790.9%
Corporations & businesses8$1,894,7840.6%
Filing source

Form ADV 2117959 · Jul 7, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

STERNECK VALUE & OPPORTUNITY, LPHedge Fund · Last reported Mar 31, 2017$9.41MGross asset value
Auditor MAYER HOFFMAN MCCANN LEAWOOD, Kansas, United States
Custodian TD AMERITRADE, INC. OMAHA, Nebraska, United States Related to adviser: No
Prime broker TD AMERITRADE, INC. OMAHA, Nebraska, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

TD AMERITRADE, INC.
SEC 8-23395

TD AMERITRADE, INC.
CRD 7870 · SEC 8-23395

Fund details & source
Fund ID
805-8829371953
Reported beneficial owners
27
Minimum commitment
$250K

Form ADV 1101523 · Mar 31, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 7, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

1251 NW BRIARCLIFF PKWY, STE 95
KANSAS CITY, MO, 64116, United States

CRD 111463

Filing source

Form ADV 2117959 · Jul 7, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.