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Todd Stueve

14 Years of Experience
Franklin, TN

Todd Stueve is a registered investment advisor at Gambit Capital Management, LLC, based in Franklin, TN, with 14 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 83 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
83 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$101.3M

Fee Structure

Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3M+0.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Franklin, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Todd is an employee of Erickson Plumbing, Heating & Electrical, working as a GM and Controller since October 2023. He dedicates nearly full-time hours to general oversight of the company's operations and financials.

Employment History
Current Registrations
Gambit Capital Management, LLC
May 2025 - Present · 1 yr
Previous Registrations
Vector Wealth Management
April 2010 - October 2023 · 13 yrs 6 mos
State Registrations2 states
MNTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Todd Stueve - Financial Advisor | TrueAdvisor