# Stamos and Stamos

Stamos and Stamos is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 329926
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329926

## About

Stamos and Stamos, Certified Public Accountants, Inc. is a state-registered investment adviser in Orange, CA. The firm has 2 employees and 1 investment adviser. It is based in Orange, CA.

## Questions

### Who leads Stamos and Stamos, and how is investment authority delegated?

The firm's leadership and investment committee structure are not a matter of public record. In similarly structured CPA-advisory hybrids, a partner or managing director with a personal financial planning designation often oversees investment recommendations, while client-facing CPAs execute tax and estate work.

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Last updated: 2026-06-03T20:00:00.000Z

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