RIA Intel›Advisers›Arizona›STRONGHOLD CAPITAL PARTNERS LLC

STRONGHOLD CAPITAL PARTNERS LLC

Advisory

AZ

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in AZ

#386

of 387 advisers by AUM

Average account

$149K

across 334 accounts

AUM per adviser

$5M

10 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

10

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients334

Team

Total Employees10

Investment Advisers10

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In10 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

334 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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VM JONES FINANCIAL CONSULTING, L.L.C.

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