Alec + Bethurum - Financial Advisor in Kansas City, MO

Paladin Research Report For:

Alec Bethurum

Sterneck Capital

4510 Belleview Ste 204
Kansas City, MO 64111

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.

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General Information

Firm Start Year
  • 1989
No. of Employees
  • 5-9
  • 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 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


BA - History
  • Colgate University
    1994 - 1998

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

Additional Detailed Disclosures