Stadia Capital Group
Stadia Capital Group is a Hawaii-based private investment firm that issues Certificates of Investment to U.S. accredited investors under Regulation D Rule 506(c), offering zero-fee fixed monthly income across 24- to 60-month terms through a direct-to-investor distribution model.
- Company typePrivate
- Founded-
- HeadquartersKamuela, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Stadia Capital Group does
Stadia Capital Group, LLC is a privately held investment firm headquartered in Kamuela, Hawaii, that issues Certificates of Investment to U.S. accredited investors under Regulation D Rule 506(c) of the Securities Act. The firm was founded by Brett Kennelly with the stated objective of offering capital-preservation products with no sales commissions, broker expenses, or account management fees, supported by a minimum 10% liquid reserves policy and adherence to the American Association of Private Lenders Code of Ethics. Its fund portfolio spans the Capital Preservation & Income Fund (monthly interest distributions), the Capital Preservation & Growth Fund (monthly compounding), the Income Plus Fund (base rate plus maturity bonus), the Legacy Gifting Fund (interest directed to beneficiaries or charities), and a Self-Directed Retirement Account product integrated with an unnamed Preferred Custodian across Traditional, Roth, SEP, SIMPLE, Solo(k), and Inherited IRA structures.
The firm's revenue model is centered on a 3-5% net interest margin above cost of funds, earned by deploying client capital into interest-generating private-lending instruments, supplemented by capital gains on fund investments and ongoing asset management of the Legacy Gifting Fund. There are no management fees, sales commissions, or account fees charged to investors; instead, Stadia retains the spread between investor payouts and the underlying lending yield. Pricing is structured as fixed APY tiers across 24-, 36-, 48-, and 60-month terms with a $25,000 minimum investment ($100,000 for the top 8% APY 60-month tier). The product is marketed as behaving like a bank CD but with higher returns, full principal return at maturity, and monthly interest paid by check or direct deposit; investments are explicitly not FDIC insured.
Distribution is exclusively direct-to-investor, combining an inbound website funnel (stadiacapitalgroup.com) with phone-led consultations and DocuSign-powered digital account opening, supported by a client portal (portal.stadiacapitalgroup.com) and The Mortgage Office (lenders.themortgageoffice.com) for loan servicing. The firm's 11-50 employees include founder/Managing Director Brett Kennelly, Director of Client Relations Stacy Sheetz, and Client Service Specialist Daniel Burgin. Marketing relies on paid print/TV/Facebook/online ads, word-of-mouth and financial-advisor referrals, and trust signals including BBB accreditation, World Vision charitable association, and Google Reviews. No funding rounds, revenue figures, AUM disclosures, or founding date are disclosed in available sources.
Stadia Capital Group firmographics
Firmographics- Name
- Stadia Capital Group
- Legal name
- Stadia Capital Group, LLC
- Website
- https://stadiacapitalgroup.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Stadia Capital Group is a Hawaii-based private investment firm that issues Certificates of Investment to U.S. accredited investors under Regulation D Rule 506(c), offering zero-fee fixed monthly income across 24- to 60-month terms through a direct-to-investor distribution model.
- Ownership category
- akta.pro rank
Stadia Capital Group industry classification
Industry- Product category
- Private Fixed Income Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), All Other Financial Investment Activities (52399), Miscellaneous Financial Investment Activities (523999)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Loan Brokers (6163)
- akta.pro primary industry
- Capital Markets Advisory (Equity Placement, JV & Recapitalization) (BPAJABAL)
- akta.pro secondary industries
- Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Private Equity Fundraising Placement (FSAEALAB), Real Estate Capital Markets Brokerage (Debt & Equity Placement) (FSAEAJAK), Private Credit / Direct Lending (FSAAAHAG), Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)
Keywords
Where Stadia Capital Group is headquartered
LocationHeadquarters
- HQ city
- Kamuela
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Stadia Capital Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Net Interest Margin (NIM): Primary revenue stream: Stadia Capital Group earns net interest income (NIM) of 3-5% above its cost of funds by deploying client capital into interest-generating investments such as private lending. Interest income is generated on an ongoing basis throughout the term of each Certificate of Investment.
- Capital Gains on Investments: Secondary revenue stream: capital gains realized on investments held within the fund in addition to the net interest margin spread.
- Investment Management via Legacy Gifting Fund: Income-based revenue stream where Stadia manages pooled investment capital and directs monthly earned interest distributions to designated beneficiaries (individuals or charitable organizations) while the investor retains ownership of principal.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Multi-year contract | Up to 8% APY on 60-month term with $100,000 minimum investment |
| Unit Pricing | Multi-year contract | Competitive fixed APY across 24, 36, 48, or 60-month terms; $25,000 minimum |
| Other | Annual | Self-Directed IRA with annual custodian fees paid by Stadia Capital |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels11 records
Stadia Capital Group product offering
Product offeringCore offering
Stadia Capital Group operates an actively managed private investment fund that issues Certificates of Investment to accredited investors under Regulation D Rule 506(c) of the Securities Act. Investor capital is deployed into interest-generating private lending instruments, producing fixed monthly interest income at competitive APYs (up to 8%) with flexible terms of 24, 36, 48, or 60 months, 100% principal return at maturity, and zero management fees, sales commissions, or account fees. Offerings are distributed directly to individual accredited investors (and optionally through self-directed retirement accounts) without brokers or wealth managers as intermediaries.
Differentiator
Problem solved
Functional benefit
Brands
- Capital Preservation & Income Fund: Fund designed for investors seeking predictable monthly income with protection from market volatility and freedom from sales charges and account management fees.
- Capital Preservation & Growth Fund
- Legacy Gifting Fund
- Income Plus Fund
Products and services
- Capital Preservation & Income Fund A Certificate of Investment fund designed for accredited investors seeking predictable monthly interest income with protection from market volatility, freedom from sales charges and account management fees, and 100% principal returned at maturity. Offered under Regulation D Rule 506(c) with flexible terms of 24, 36, 48, or 60 months and competitive APYs up to 8% (60-month tier, $100K minimum).
- Capital Preservation & Growth Fund A Certificate of Investment fund that offers the same rates and terms as the Capital Preservation & Income Fund but reinvests accrued interest as principal on the first of every month to generate compounding interest. Investors may switch back to the Income Fund via a Return of Interest & Principal form.
- Legacy Gifting Fund A fund designed to help individuals and charitable organizations provide monthly philanthropic support to beneficiaries while the investor retains full ownership and control of the principal. Monthly earned interest is directed to designated individuals or charitable organizations, with annual Form 1099-INT reporting simplifying tax preparation.
- Self-Directed Retirement Account A self-directed retirement account integration offered through a Preferred Custodian, enabling accredited investors to hold Stadia Certificates of Investment in Traditional IRA, Inherited Traditional IRA, Roth IRA, Inherited Roth IRA, SEP IRA, SIMPLE IRA, or Solo(k) accounts for tax-deferred or tax-free growth. Annual custodian fees are paid by Stadia Capital, and a Roth conversion option is supported.
- Income Plus Fund A fund emphasizing capital preservation and income, structured to provide a blend of current monthly income and enhanced total returns, with a base rate of interest income coupled with an interest premium bonus paid at maturity.
Companies that use Stadia Capital Group
Customer profileSegments4 records
Ideal customer profiles4 records
Stadia Capital Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature5 records
Stadia Capital Group partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- DocuSigncoreDocuSign is used to power digital account opening. Account applications (Single Owner, Joint, Trustee 1-Signer, Trustee 2-Signer, and Retirement Capital) are submitted as DocuSign PowerForms, replacing wet-ink PDFs and enabling remote onboarding for accredited investors.
- Preferred Custodian (unnamed)coreStadia has partnered with a Preferred Custodian to offer its investments through Self-Directed retirement accounts (Traditional, Inherited Traditional, Roth, Inherited Roth, SEP, SIMPLE, Solo(k)). Stadia Capital pays the annual custodian fees, and a Roth conversion option is supported. The custodian's name is not disclosed in source material.
- Better Business Bureau (BBB)minorStadia Capital Group LLC is listed in the BBB directory under investment advisory services and displays the BBB blue seal on its website as a trust signal. The BBB profile is referenced from the Kamuela, Hawaii listing (BBB file referenced in the seal URL).
- World VisionminorWorld Vision's logo is displayed on the Stadia Capital Group homepage alongside Google Reviews, indicating a charitable/community association relevant to the Legacy Gifting Fund and philanthropic-investing messaging.
- The Mortgage OfficecoreThe Mortgage Office (lenders.themortgageoffice.com) hosts Stadia's lender/loan servicing portal, which is linked from the site's client login area and used to manage the underlying private-lending investments that fund the Certificates of Investment.
- StadiaFinancial.comminorStadiaFinancial.com is promoted from the Stadia Capital Group site footer as a sister/affiliated brand, sharing investor audiences for fixed-income offerings.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Stadia Capital Group competitors and assessment
Company assessmentDirect peers
- Fundrise: Fundrise offers private alternative investments (real estate, private credit, venture, innovation funds) to retail and accredited investors via an online platform. Comparable to Stadia in offering direct-to-investor private placements with a recurring-income orientation, though diversified across asset classes beyond private lending.
- Equity Trust Company: Equity Trust is one of the largest self-directed IRA custodians in the U.S., enabling retirement-account holders to invest in alternative assets including private lending, real estate, and private placements. It is a direct peer in the self-directed retirement-account integration piece of Stadia's offering.
- Masterworks: Masterworks enables accredited investors to purchase fractional shares of blue-chip art via Reg D 506(c) offerings. While the underlying asset class differs (art vs. private lending), the platform parallels Stadia's direct-to-accredited-investor private-placement model and zero-commission positioning.
- Alto IRA: Alto is a modern self-directed IRA platform that lets retirement-account holders invest in alternative assets (private equity, crypto, real estate). It overlaps with Stadia's Self-Directed Retirement Account product on the IRA-custodian side and represents competition for retirement-account capital allocated to private lending.
- Rocket Dollar: Rocket Dollar offers self-directed Solo(k) and IRA accounts that allow investors to deploy retirement capital into alternative investments. Directly comparable to Stadia's self-directed retirement-account offering and its preferred-custodian integration model.
- YieldStreet: YieldStreet operates an online platform offering accredited investors access to alternative fixed-income products (private lending, real estate debt, marine finance, legal finance) with monthly distributions. It is the closest direct peer to Stadia's private-placement Certificates of Investment in both product structure (Reg D offerings targeting accredited investors) and target customer (income-seeking, capital-preservation-oriented investors).
Broad incumbents
- Wealthfront: Wealthfront is a leading robo-advisor offering automated portfolio management and a high-yield cash account. While broader in scope, its cash-management product competes with Stadia's Income Fund for risk-averse investor capital seeking monthly yield without market exposure.
- Marcus by Goldman Sachs: Goldman Sachs' Marcus consumer banking arm offers high-yield savings products and CDs to mass-affluent retail customers. It competes with Stadia on the same 'predictable monthly income, capital preservation, no fees' value proposition, but at much larger scale and with FDIC-insured deposits.
Emerging players
- AngelList: AngelList (now AngelList Venture and Roll) operates online private-placement platforms for venture and alternative investments, with Reg D-style offerings accessible to accredited investors. It is comparable to Stadia as an online platform enabling direct private-investment access, though focused on venture rather than private lending.
- RealtyMogul: RealtyMogul provides accredited investors access to private real estate investments and private lending/debt offerings via online Reg D private placements. Comparable in distribution model (online + phone) and accredited-investor gating, with overlap on the private-lending portion of Stadia's portfolio.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Stadia Capital Group social profiles
Digital presenceStadia Capital Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Stadia Capital Group leadership team
Management profileNumber of profiles
Profiles3 records
Stadia Capital Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
Stadia Capital Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Stadia Capital Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Stadia Capital Group
What does Stadia Capital Group do?
Stadia Capital Group operates an actively managed private investment fund that issues Certificates of Investment to accredited investors under Regulation D Rule 506(c) of the Securities Act. Investor capital is deployed into interest-generating private lending instruments, producing fixed monthly interest income at competitive APYs (up to 8%) with flexible terms of 24, 36, 48, or 60 months, 100% principal return at maturity, and zero management fees, sales commissions, or account fees. Offerings are distributed directly to individual accredited investors (and optionally through self-directed retirement accounts) without brokers or wealth managers as intermediaries.
Is Stadia Capital Group a public or private company?
Stadia Capital Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Stadia Capital Group founded?
Stadia Capital Group was founded in -1. It employs 11 to 50 people.
Where is Stadia Capital Group based?
Stadia Capital Group is headquartered in Kamuela, United States, in the North America region.
How does Stadia Capital Group make money?
Three revenue lines are on record. Net Interest Margin (NIM) is the primary driver. The others are capital Gains on Investments and investment Management via Legacy Gifting Fund.
Who are Stadia Capital Group's main competitors?
Direct peers on record are Fundrise, Equity Trust Company, Masterworks, Alto IRA, Rocket Dollar and YieldStreet. Broad incumbents are Wealthfront and Marcus by Goldman Sachs. Emerging players are AngelList and RealtyMogul.
Does Stadia Capital Group have an API?
No public API is recorded for Stadia Capital Group.
What industry is Stadia Capital Group in?
Stadia Capital Group's product category is Private Fixed Income Investment Management. Its primary akta.pro industry code is BPAJABAL, Capital Markets Advisory (Equity Placement, JV & Recapitalization), with a secondary code of BPAHAOAE, Equity Capital Advisory (Private Equity Placements, Growth Capital). Its NAICS code is 523940 and its SIC code is 6282.