STERNECK CAPITAL MANAGEMENT LLC
CRD #111463 SEC #801-45256 KANSAS CITY, MO 816-531-2254
SEC Registered
Total AUM
$277.9M
Discretionary
$263.5M
Employees
5
Clients
101
Accounts
638
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $277.9M | $263.5M | $14.4M | 5 | 0 |
| Jul 2025 | $277.9M | $263.5M | $14.4M | 5 | 0 |
| Mar 2025 | $277.9M | $263.5M | $14.4M | 5 | 0 |
| Jun 2024 | $254.6M | $238.9M | $15.6M | 6 | 0 |
| Mar 2024 | $254.6M | $238.9M | $15.6M | 6 | 0 |
| Mar 2023 | $239.3M | $225.1M | $14.2M | 6 | 0 |
| Mar 2023 | $239.3M | $225.1M | $14.2M | 6 | 0 |
| Nov 2022 | $275.8M | $253.1M | $22.6M | 6 | 0 |
| Mar 2022 | $275.8M | $253.1M | $22.6M | 6 | 0 |
| Oct 2021 | $233.1M | $212.1M | $21M | 5 | 0 |
| Mar 2021 | $233.1M | $212.1M | $21M | 5 | 0 |
| Nov 2020 | $225.9M | $204.3M | $21.7M | 5 | 0 |
| Jun 2020 | $225.9M | $204.3M | $21.7M | 5 | 0 |
| Mar 2020 | $225.9M | $204.3M | $21.7M | 5 | 0 |
| Aug 2019 | $218.7M | $196.7M | $22M | 5 | 0 |
| Mar 2019 | $218.7M | $196.7M | $22M | 5 | 0 |
| Sep 2018 | $380.6M | $341M | $39.6M | 5 | 1 |
| Mar 2018 | $380.6M | $341M | $39.6M | 8 | 1 |
| Mar 2017 | $340M | $315.3M | $24.7M | 9 | 300 |
| Apr 2016 | $306.4M | $306.4M | $0 | 9 | 300 |
| Mar 2016 | $306.4M | $306.4M | $0 | 9 | 300 |
| Mar 2015 | $309.8M | $309.8M | $0 | 9 | 300 |
| Nov 2014 | $314.9M | $314.9M | $0 | 9 | 300 |
| Sep 2014 | $446.1M | $442.4M | $3.7M | 11 | 300 |
| Apr 2014 | $446.1M | $442.4M | $3.7M | 11 | 300 |
| Mar 2014 | $446.1M | $442.4M | $3.7M | 11 | 300 |
| Sep 2013 | $360.9M | $356.2M | $4.6M | 8 | 300 |
| Apr 2013 | $360.9M | $356.2M | $4.6M | 8 | 300 |
| Apr 2013 | $360.9M | $356.2M | $4.6M | 8 | 300 |
| Mar 2013 | $339M | $334.3M | $4.7M | 8 | 200 |
| Oct 2012 | $339M | $334.3M | $4.7M | 6 | 200 |
| Mar 2012 | $339M | $334.3M | $4.7M | 6 | 200 |
| Apr 2011 | $254.4M | $238.6M | $15.8M | 10 | -- |
| Apr 2011 | $247.9M | $240.8M | $7.1M | 10 | -- |
| Mar 2011 | $220.7M | $214.4M | $6.3M | 10 | -- |
| Feb 2011 | $220.7M | $214.4M | $6.3M | 10 | -- |
| Jan 2011 | $220.7M | $214.4M | $6.3M | 10 | -- |
| Jan 2011 | $220.7M | $214.4M | $6.3M | 10 | -- |
| Oct 2010 | $220.7M | $214.4M | $6.3M | 10 | -- |
| Aug 2010 | $220.7M | $214.4M | $6.3M | 10 | -- |
| Aug 2010 | $220.7M | $214.4M | $6.3M | 10 | -- |
| Jun 2010 | $1.1B | $173M | $914.3M | 10 | -- |
| Mar 2010 | $1.1B | $173M | $914.3M | 10 | -- |
| Oct 2009 | $835.6M | $835.1M | $541K | 5 | -- |
| Mar 2009 | $115.8M | $115.5M | $360.4K | 5 | -- |
| Sep 2007 | $76.2M | $73.8M | $2.4M | 5 | -- |
| Mar 2007 | $76.2M | $73.8M | $2.4M | 5 | -- |
| May 2004 | $40.6M | $40M | $603.2K | 5 | -- |
| Jan 2004 | $40.6M | $40M | $603.2K | 5 | -- |
| Apr 2002 | $28.3M | $22.1M | $6.2M | 5 | -- |
| Aug 2001 | $37.1M | $31.8M | $5.3M | 5 | -- |
DateSep 2025
Total AUM$277.9M
Discretionary$263.5M
Non-Disc.$14.4M
Employees5
Clients0
DateJul 2025
Total AUM$277.9M
Discretionary$263.5M
Non-Disc.$14.4M
Employees5
Clients0
DateMar 2025
Total AUM$277.9M
Discretionary$263.5M
Non-Disc.$14.4M
Employees5
Clients0
DateJun 2024
Total AUM$254.6M
Discretionary$238.9M
Non-Disc.$15.6M
Employees6
Clients0
DateMar 2024
Total AUM$254.6M
Discretionary$238.9M
Non-Disc.$15.6M
Employees6
Clients0
DateMar 2023
Total AUM$239.3M
Discretionary$225.1M
Non-Disc.$14.2M
Employees6
Clients0
DateMar 2023
Total AUM$239.3M
Discretionary$225.1M
Non-Disc.$14.2M
Employees6
Clients0
DateNov 2022
Total AUM$275.8M
Discretionary$253.1M
Non-Disc.$22.6M
Employees6
Clients0
DateMar 2022
Total AUM$275.8M
Discretionary$253.1M
Non-Disc.$22.6M
Employees6
Clients0
DateOct 2021
Total AUM$233.1M
Discretionary$212.1M
Non-Disc.$21M
Employees5
Clients0
DateMar 2021
Total AUM$233.1M
Discretionary$212.1M
Non-Disc.$21M
Employees5
Clients0
DateNov 2020
Total AUM$225.9M
Discretionary$204.3M
Non-Disc.$21.7M
Employees5
Clients0
DateJun 2020
Total AUM$225.9M
Discretionary$204.3M
Non-Disc.$21.7M
Employees5
Clients0
DateMar 2020
Total AUM$225.9M
Discretionary$204.3M
Non-Disc.$21.7M
Employees5
Clients0
DateAug 2019
Total AUM$218.7M
Discretionary$196.7M
Non-Disc.$22M
Employees5
Clients0
DateMar 2019
Total AUM$218.7M
Discretionary$196.7M
Non-Disc.$22M
Employees5
Clients0
DateSep 2018
Total AUM$380.6M
Discretionary$341M
Non-Disc.$39.6M
Employees5
Clients1
DateMar 2018
Total AUM$380.6M
Discretionary$341M
Non-Disc.$39.6M
Employees8
Clients1
DateMar 2017
Total AUM$340M
Discretionary$315.3M
Non-Disc.$24.7M
Employees9
Clients300
DateApr 2016
Total AUM$306.4M
Discretionary$306.4M
Non-Disc.$0
Employees9
Clients300
DateMar 2016
Total AUM$306.4M
Discretionary$306.4M
Non-Disc.$0
Employees9
Clients300
DateMar 2015
Total AUM$309.8M
Discretionary$309.8M
Non-Disc.$0
Employees9
Clients300
DateNov 2014
Total AUM$314.9M
Discretionary$314.9M
Non-Disc.$0
Employees9
Clients300
DateSep 2014
Total AUM$446.1M
Discretionary$442.4M
Non-Disc.$3.7M
Employees11
Clients300
DateApr 2014
Total AUM$446.1M
Discretionary$442.4M
Non-Disc.$3.7M
Employees11
Clients300
DateMar 2014
Total AUM$446.1M
Discretionary$442.4M
Non-Disc.$3.7M
Employees11
Clients300
DateSep 2013
Total AUM$360.9M
Discretionary$356.2M
Non-Disc.$4.6M
Employees8
Clients300
DateApr 2013
Total AUM$360.9M
Discretionary$356.2M
Non-Disc.$4.6M
Employees8
Clients300
DateApr 2013
Total AUM$360.9M
Discretionary$356.2M
Non-Disc.$4.6M
Employees8
Clients300
DateMar 2013
Total AUM$339M
Discretionary$334.3M
Non-Disc.$4.7M
Employees8
Clients200
DateOct 2012
Total AUM$339M
Discretionary$334.3M
Non-Disc.$4.7M
Employees6
Clients200
DateMar 2012
Total AUM$339M
Discretionary$334.3M
Non-Disc.$4.7M
Employees6
Clients200
DateApr 2011
Total AUM$254.4M
Discretionary$238.6M
Non-Disc.$15.8M
Employees10
Clients--
DateApr 2011
Total AUM$247.9M
Discretionary$240.8M
Non-Disc.$7.1M
Employees10
Clients--
DateMar 2011
Total AUM$220.7M
Discretionary$214.4M
Non-Disc.$6.3M
Employees10
Clients--
DateFeb 2011
Total AUM$220.7M
Discretionary$214.4M
Non-Disc.$6.3M
Employees10
Clients--
DateJan 2011
Total AUM$220.7M
Discretionary$214.4M
Non-Disc.$6.3M
Employees10
Clients--
DateJan 2011
Total AUM$220.7M
Discretionary$214.4M
Non-Disc.$6.3M
Employees10
Clients--
DateOct 2010
Total AUM$220.7M
Discretionary$214.4M
Non-Disc.$6.3M
Employees10
Clients--
DateAug 2010
Total AUM$220.7M
Discretionary$214.4M
Non-Disc.$6.3M
Employees10
Clients--
DateAug 2010
Total AUM$220.7M
Discretionary$214.4M
Non-Disc.$6.3M
Employees10
Clients--
DateJun 2010
Total AUM$1.1B
Discretionary$173M
Non-Disc.$914.3M
Employees10
Clients--
DateMar 2010
Total AUM$1.1B
Discretionary$173M
Non-Disc.$914.3M
Employees10
Clients--
DateOct 2009
Total AUM$835.6M
Discretionary$835.1M
Non-Disc.$541K
Employees5
Clients--
DateMar 2009
Total AUM$115.8M
Discretionary$115.5M
Non-Disc.$360.4K
Employees5
Clients--
DateSep 2007
Total AUM$76.2M
Discretionary$73.8M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2007
Total AUM$76.2M
Discretionary$73.8M
Non-Disc.$2.4M
Employees5
Clients--
DateMay 2004
Total AUM$40.6M
Discretionary$40M
Non-Disc.$603.2K
Employees5
Clients--
DateJan 2004
Total AUM$40.6M
Discretionary$40M
Non-Disc.$603.2K
Employees5
Clients--
DateApr 2002
Total AUM$28.3M
Discretionary$22.1M
Non-Disc.$6.2M
Employees5
Clients--
DateAug 2001
Total AUM$37.1M
Discretionary$31.8M
Non-Disc.$5.3M
Employees5
Clients--