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CRD#: 306647
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

HAMPTONROCK PARTNERS is located at 100 Crescent Ct Ste 525, Dallas, TX 75201 and was first established at Dallas, Delaware in 10/24/2019. After operating for 6 years, HAMPTONROCK PARTNERS has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of HAMPTONROCK PARTNERS’s clients are individuals and 0% of their clients are high net worth individuals. HAMPTONROCK PARTNERS has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at HAMPTONROCK PARTNERS are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access HAMPTONROCK PARTNERS‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at HAMPTONROCK PARTNERS. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for HAMPTONROCK PARTNERS Comes From

Understanding the Statistics for HAMPTONROCK PARTNERS and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
100 Crescent Ct Ste 525, Dallas, TX 75201
Mailing Address
100 Crescent Ct Ste 525, Dallas, TX 75201
Firm Size
Small
Phone Number
(214) 251-8118
Established
Delaware since 10/24/2019
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
JOHNSWOOD, LLCOWNER
BROWN, STUART LAIDLAWCEO4250877
RUSTAD, STEPHANIE THERESEFINOP2327465
STANTON, KIMBERLYCCO6574919

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at HAMPTONROCK PARTNERS

SR

Stephanie Therese Rustad

Stephanie Therese Ernst
RR
CRD#: 2327465
Location:
Spring, TX 77382
Company:
RUBICON CAPITAL ADVISORS
Disclosures:
Experience:
19 years
View Profile
SB

Stuart Laidlaw Brown

RR
CRD#: 4250877
Location:
Dallas, TX 75201
Company:
HAMPTONROCK PARTNERS
Disclosures:
Experience:
25 years
View Profile
AH

Alfred Hoak

RR
CRD#: 8094541
Location:
Dallas, TX 75201
Company:
HAMPTONROCK PARTNERS
Disclosures:
Experience:
1 year
View Profile
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