Overview
Assets Under Management: $4.2 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 161
Average Client Assets: $3.7 million
Frequently Asked Questions
STIFEL CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328365), STIFEL CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
STIFEL CAPITAL MANAGEMENT, LLC is headquartered in NEW YORK, NY.
STIFEL CAPITAL MANAGEMENT, LLC serves 161 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, STIFEL CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
STIFEL CAPITAL MANAGEMENT, LLC manages $4.2 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, STIFEL CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 161
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.14%
Average Client Assets: $3.7 million
Total Client Accounts: 549
Discretionary Accounts: 549
Regulatory Filings
CRD Number: 328365
Filing ID: 2080841
Last Filing Date: 2026-03-31 12:15:15