SG
SG

Stephen Galanakis

5 Years of Experience
Allen, TX

Stephen Galanakis is a registered investment advisor at Blackbox Capital Management LLC, based in Allen, TX, with 5 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$501K average
Assets Under Management
$13.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and may vary depending on the client's circumstances. BlackBox also offers a Managed Treasury Account which only invests in US Government T-Bills and short duration Treasuries for a reduced fee.

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

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Stephen owns rental properties in the DFW area since 2005, acting as the property manager and landlord. This activity takes about 10-20% of his time, occurring during evenings and weekends.

Employment History
Current Registrations
Blackbox Capital Management LLC
February 2021 - Present · 5 yrs 3 mos
State Registrations1 state
TX
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.
Stephen Galanakis - Financial Advisor | TrueAdvisor