Stuart
Brown

Hampton Rock Wealth Management

CRD#4250877
Investment Advisor
in Dallas, TX

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About this Advisor

Stuart Brown is a financial advisor based in Dallas, Texas, working with Hampton Rock Wealth Management. Stuart has previously worked at Mht Midspan Securities, L.P, Mht Midspan, Lp, Bv Investment Partners, L.P, Kal Capital Market LLC, Hamptonrock Partners, and Hampton Rock Wealth Management. Stuart has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Stuart is part of Hampton Rock Wealth Management, which operates out of Dallas, Texas. The firm has one employee and manages assets totaling $142.1 million. The firm serves charitable organizations and high-net-worth individuals, offering services such as financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Hampton Rock Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1000 Crescent Court Suite 525
Dallas, TX 75201

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Hampton Rock Wealth Management Brokerage Details

Total Assets Under Management

$142,138,531

TX Average: $3,042,739,679
Total Number of Employees

1

TX Average: 49
Total Number of Accounts

123

TX Average: 2,315
Average Account Size

$1,155,598

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Stuart Brown Work History

2024 - Present (1 year)

Hampton Rock Wealth Management

2019 - Present (6 years)

Hamptonrock Partners

2019 - 2022 (3 years)

Kal Capital Market LLC

2016 - 2018 (2 years)

Bv Investment Partners, L.P

2013 - 2016 (3 years)

Mht Midspan Securities, L.P

2013 - 2016 (3 years)

Mht Midspan, Lp

Disclosures

Please visit the SEC profile of Stuart Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hampton Rock Wealth Management

Stuart Brown
Dallas, TX
David Dodson
Austin, TX

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