# Steginsky Capital LLC

> 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.

- CRD: 109617
- Filed as: STEGINSKY CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Port Washington, NY
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109617
- AdvisorCensus page: https://advisorcensus.com/firm/steginsky-capital-llc-port-washington-ny-109617

## Quick answers

**How is Steginsky Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Steginsky Capital LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Steginsky Capital LLC charge?**
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.

**Where is Steginsky Capital LLC located?**
Steginsky Capital LLC's principal office is in Port Washington, NY, according to its Form ADV.

**Is Steginsky Capital LLC registered with the SEC or a state?**
Steginsky Capital LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109617.

**How much does Steginsky Capital LLC manage?**
Steginsky Capital LLC reports $599,040,734 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Steginsky Capital LLC's assets and staff changed since 2021?**
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.

**What types of clients does Steginsky Capital LLC serve?**
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).

**Which custodians does Steginsky Capital LLC use?**
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.

**Does Steginsky Capital LLC report any disciplinary disclosures?**
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

**What changed in Steginsky Capital LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $477,013,828 to $599,040,734 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- 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

> 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% Additional Assets Between $2,500,001 and $25,000,000 0.75% Remaining Assets Above $25,000,000 0.50%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $599,040,734
- Discretionary: $599,040,734
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $15,877,255 |
| High net worth individuals | 56 | $422,152,755 |
| Charitable organizations | Fewer than 5 | $16,737,123 |
| Corporations or other businesses not listed above | 15 | $144,273,601 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2000 (26 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NH, NY, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- steginsky.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $210,035,980 | 3 | April 1, 2021 |
| October 2022 | $331,923,579 | 3 | May 15, 2022 |
| October 2023 | $277,085,158 | 3 | March 30, 2023 |
| October 2024 | $369,909,874 | 3 | July 9, 2024 |
| October 2025 | $477,013,828 | 3 | April 7, 2025 |
| October 2026 | $599,040,734 | 4 | April 1, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $477,013,828 to $599,040,734 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Steginsky Capital LLC (CRD 109617): Form ADV filing data as of October 2026.