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Alec Bethurum

Sterneck Capital

4510 Belleview Ste 204

Kansas City, MO 64111

816-268-2233

Institutional Level Investing and Planning for the Individual

About Sterneck Capital

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.

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

Education

BA - History

Colgate University
1994 - 1998