Menu
Menu
Alec + Bethurum - Financial Advisor in Kansas City, MO

Paladin Research Report For:

Alec Bethurum

Sterneck Capital

4510 Belleview Ste 204
Kansas City, MO 64111
816-268-2233
Visit Website
https://www.sterneckcapital.com

About Alec Bethurum

We began with one intention: To Serve the individual, not the institutional. Our firm has been offering clients investment management and financial planning insights for more than a quarter century. Founded in 1989 as a New York City based hedge fund, we moved our practice to Kansas City in 1999 and transitioned to offering individuals and families access to institutional level financial planning and asset management. Today, we're proud to be a fee-only firm with a fiduciary responsibility to put our clients and their needs first, always. We view every relationship as long-term and are proud to serve multiple generations of families. From Wall Street to Fortune 500 management, from MBAs to CFP® professionals, our team brings a wealth of diverse experience to our firm and our clients.

See Disclosures

General Information

Firm Start Year
  • 1989
No. of Employees
  • 5-9
CRD#
  • 3197498
Firm CRD#
  • 11111
Name of Custodial Firm
  • TD Ameritrade
Years of Experience in Financial Services
  • 25
Number of Years with Current Firm
  • 10
Work Experience
  • Ocean View Capital - Hedge Fund Manager Roth Capital Partners - Investment Banking/Institutional Sales Bear Stearns - NYC - Institutional Sales Prudential Securities - Institutional Sales

Compliance

Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 65

Firm Information

Firm's Number of Clients
  • 300
Firm's Number of Planning Clients
  • 250
Assets Managed by Firm
  • 300mm
Advisor's Number of Clients
  • 250
Advisor's Number of Managed Clients
  • 250
Advisor's Number of Planning Clients
  • 250
Assets Managed by Advisor
  • $300mm

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts
  • $500,000

Education

BA - History
  • Colgate University
    1994 - 1998

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1890447/paladinregistry-sterneck-capital-detailed-disclosure

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

Learn More

Copyright 2023 Paladin Registry. All rights reserved.