STOECKER FINANCIAL, INC.

STOECKER FINANCIAL, INC. is an SEC-registered investment adviser (CRD 119796). Regulatory assets under management: $15.8M.

Registration

• CRD: 119796
• Type: Registered investment adviser
• Phone: 214-536-4678
• Latest filing: 2026-05-15
• Regulatory AUM: $15.8M
• Discretionary AUM: $15.8M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119796 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search