Fee-only adviser · North Miami, FL
Flagstick Capital Partners LLC
Flagstick Capital Partners LLC is a fee-only investment adviser registered with the securities regulators of Florida, Virginia, with its main office in North Miami, Florida. On its latest Form ADV, filed October 12, 2026, it reports 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida, Virginia |
|---|---|
| Firm CRD number | 341091 |
| Office | 2283 Keystone Blvd North Miami, FL 33181 |
| Phone | (703) 963-6996 |
| Website | www.flag-stick.com |
| Regulatory assets under management | Not reported |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in North Miami
- Mendoza Private Wealth $101M
Nearby
- North Miami Beach 2 firms
- North Bay Village 1 firm
- Miami Shores 1 firm
- Aventura 13 firms
- Hallandale Beach 3 firms
- Miami Beach 9 firms
- Hollywood 3 firms
- Miami 107 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Flagstick Capital Partners LLC? Update this listing.