Stellar Capital Management, LLC is a SEC Registered Investment Advisor, specializing in custom-tailored portfolio management services to high net-worth individuals and institutional investors across the nation. With over 65 years of combined experience, and a track record since 1984, we have encountered all types of market cycles and client situations. Many other firms have come and gone over the years; Stellar Capital Management and its principals have endured.

One of the best measures of the stability and performance of any firm is to look at the people involved. Our founders, both with East Coast roots, have been involved in the Phoenix business and philanthropic community for over two decades, and many of the firm's clients have maintained business relationships with them throughout their careers. These long-term relationships speak volumes about the success of our personalized investment service and the stability of our organization.

Our client base is focused on individual relationships, and includes individuals, families, trusts, corporations, corporate CEO's, and tribal organizations, who desire a professionally managed portfolio of financial assets. We analyze each client situation with respect to the economic and market environment to design a portfolio that best fits the individual goals and objectives. We provide custom-tailored Equity, Fixed Income, and Balanced portfolio management strategies. As an independent advisor, we are completely unbiased with regard to custodian, brokerage, or trustee relationships, and simply search for the most effective solution available for our clients.

We encourage you to browse through the rest of the web site to learn more about our firm. If you would like more detailed information, please contact us.

Click here to view a copy of our ADV Part II .