{
  "crd_number": 109617,
  "slug": "steginsky-capital-llc-port-washington-ny-109617",
  "primary_business_name": "STEGINSKY CAPITAL LLC",
  "legal_name": "STEGINSKY CAPITAL LLC",
  "dbas": [],
  "city": "Port Washington",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-03-15",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 599040734.0,
  "raum_discretionary": 599040734.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 16737123.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 15877255.0,
      "count": 46
    },
    "high_net_worth_individuals": {
      "raum": 422152755.0,
      "count": 56
    },
    "corporations_other_businesses": {
      "raum": 144273601.0,
      "count": 15
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NH",
    "NY",
    "OH",
    "PA",
    "TX"
  ],
  "websites": [
    "https://steginsky.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109617",
  "city_as_filed": "PORT WASHINGTON",
  "url": "https://advisorcensus.com/firm/steginsky-capital-llc-port-washington-ny-109617",
  "display_name": "Steginsky Capital LLC",
  "summary": "Steginsky Capital LLC is an SEC-registered investment advisory firm in Port Washington, NY, registered since 2000, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Steginsky Capital LLC (CRD 109617): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Steginsky Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Steginsky Capital LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Steginsky Capital LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $2,500,000: 1% a year; $2,500,001 to $25,000,000: 0.75% a year; Above $25,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Steginsky Capital LLC located?",
      "a": "Steginsky Capital LLC's principal office is in Port Washington, NY, according to its Form ADV."
    },
    {
      "q": "Is Steginsky Capital LLC registered with the SEC or a state?",
      "a": "Steginsky Capital LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109617."
    },
    {
      "q": "How much does Steginsky Capital LLC manage?",
      "a": "Steginsky Capital LLC reports $599,040,734 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Steginsky Capital LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Steginsky Capital LLC: Regulatory assets under management: $210,035,980 in the October 2021 data and $599,040,734 in the October 2026 data, up 185%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Steginsky Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (56); individuals (other than high net worth individuals) (46); corporations or other businesses not listed above (15)."
    },
    {
      "q": "Which custodians does Steginsky Capital LLC use?",
      "a": "Steginsky Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Steginsky Capital LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109617"
    },
    {
      "q": "What changed in Steginsky Capital LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $477,013,828 to $599,040,734 (+26%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 210035980.0,
      "total_employees": 3,
      "filing_date": "2021-04-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 331923579.0,
      "total_employees": 3,
      "filing_date": "2022-05-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 277085158.0,
      "total_employees": 3,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 369909874.0,
      "total_employees": 3,
      "filing_date": "2024-07-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 477013828.0,
      "total_employees": 3,
      "filing_date": "2025-04-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 599040734.0,
      "total_employees": 4,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $477,013,828 to $599,040,734 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $2,500,000",
        "rate": "1%"
      },
      {
        "band": "$2,500,001 to $25,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $25,000,001",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $2,500,000: 1% a year",
          "$2,500,001 to $25,000,000: 0.75% a year",
          "Above $25,000,001: 0.5% a year"
        ],
        "quotes": [
          "The Registrant’s annual investment advisory fee shall generally be based upon a percentage (%) of the market value and type of assets placed under the Registrant’s management on a tiered basis (between 0.50% and 1.00%) as follows:",
          "Initial $2,500,000  1.00% \nAdditional Assets Between $2,500,001 and $25,000,000 0.75%  \nRemaining Assets Above $25,000,000 0.50%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 2500000.0,
          "rate_pct": 1.0
        },
        {
          "min": 2500001.0,
          "max": 25000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 25000001.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Registrant’s annual investment advisory fee shall generally be based upon a percentage (%) of the market value and type of assets placed under the Registrant’s management on a tiered basis (between 0.50% and 1.00%) as follows:",
      "Initial $2,500,000  1.00% \nAdditional Assets Between $2,500,001 and $25,000,000 0.75%  \nRemaining Assets Above $25,000,000 0.50%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/steginsky-capital-llc-port-washington-ny-109617.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 46,
      "fewer_than_5": false,
      "raum": 15877255.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 56,
      "fewer_than_5": false,
      "raum": 422152755.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 16737123.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 144273601.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109617",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}