Steginsky Capital provides portfolio management for individuals and small businesses.
Steginsky Capital reports 117 clients. They include 56 high-net-worth individuals, 46 individual clients, and 15 corporations and other businesses. Of its assets, 100.0% ($599M across 218 accounts) are managed with discretion. Of its clients, 33% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 3% |
| High-net-worth individuals | 48% | 70% |
| Charitable organizations | Fewer than 5 | 3% |
| Corporations and other businesses | 13% | 24% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 46 | $15.9M | 2.7% | $345K |
| High-net-worth individuals | 56 | $422M | 70.5% | $7.54M |
| Charitable organizations | Fewer than 5 | $16.7M | 2.8% | — |
| Corporations and other businesses | 15 | $144M | 24.1% | $9.62M |
| Total | 117 | $599M | 100% | — |
- Clients
- 46
- Regulatory AUM
- $15.9M
- AUM share
- 2.7%
- Avg. per client
- $345K
- Clients
- 56
- Regulatory AUM
- $422M
- AUM share
- 70.5%
- Avg. per client
- $7.54M
- Clients
- Fewer than 5
- Regulatory AUM
- $16.7M
- AUM share
- 2.8%
- Avg. per client
- —
- Clients
- 15
- Regulatory AUM
- $144M
- AUM share
- 24.1%
- Avg. per client
- $9.62M
Total
- Clients
- 117
- Regulatory AUM
- $599M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 33%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
Steginsky Capital charges 0.50%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance.
| Asset band | Annual rate |
|---|---|
| $0–$2.5M | 1.00% |
| $2.5M–$25M | 0.75% |
| $25M and above | 0.50% |
Fee details and sources
Andrew Steginsky owns 75% or more of Steginsky Capital. The leadership team of Steginsky Capital includes Chief Compliance Officer Andrew Steginsky. It has 4 employees, 1 of them in advisory roles.
Leadership
- Andrew SteginskyManaging Member & Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Steginsky Capital LLC
Andrew Steginsky
Control person · since February 2000
Steginsky Capital’s regulatory assets grew 2.9× from $210M (April 2021) to $599M (April 2026); clients rose from 82 to 117 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $599M | 117 | 4 | 1 |
| April 2025 | $477M | 113 | 3 | 1 |
| July 2024 | $370M | 118 | 3 | 1 |
| March 2023 | $277M | 96 | 3 | 1 |
| May 2022 | $332M | 92 | 3 | 1 |
| April 2021 | $210M | 82 | 3 | 1 |
Besides its headquarters, Steginsky Capital has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Steginsky Capital LLC
- Headquarters
- Not reported
- Website
- steginsky.com
- Phone
- 212-683-1700
- SEC file
- 801-57377
- Structure
- New York LLC
- Fiscal year end
- December
Steginsky Capital uses Pershing ($558M) as custodian for its separately managed accounts. Steginsky Capital has custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $558M100%
At year end, Steginsky Capital’s separately managed accounts were mostly in stocks (99%).
What the accounts hold
- Stocks99%
- Cash1%
How many clients does Steginsky Capital have?
Steginsky Capital has 117 clients and manages $599 million for them, as of April 2026. They include 56 high-net-worth individuals, 46 individual clients, and 15 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does Steginsky Capital offer?
Steginsky Capital provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Steginsky Capital charge?
Steginsky Capital charges 0.50%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance.
Source: STEGINSKY CAPITAL ADV PART 2A BROCHURE, filed 31 March 2026
Which custodians does Steginsky Capital use?
Steginsky Capital’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $558M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does Steginsky Capital have?
Steginsky Capital has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Steginsky Capital invest in?
At the end of its last fiscal year, Steginsky Capital’s separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Steginsky Capital?
Steginsky Capital’s direct owner is Andrew Steginsky (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does Steginsky Capital get paid?
Steginsky Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Steginsky Capital registered with the SEC?
Yes, Steginsky Capital has been registered with the SEC as an investment adviser since 15 March 2000. Its CRD number is 109617 and its SEC file number is 801-57377.
Source: Form ADV Part 1A, Item 1, filed 1 April 2026; IAPD firm record
How do I contact Steginsky Capital?
Its phone number is 212-683-1700. Its website is steginsky.com.