Overview
Assets Under Management: $981 million
Headquarters: DEVON, PA
High-Net-Worth Clients: 236
Average Client Assets: $4 million
Frequently Asked Questions
STILLWATER CAPITAL ADVISORS, 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 #149946), STILLWATER CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
STILLWATER CAPITAL ADVISORS, LLC is headquartered in DEVON, PA.
STILLWATER CAPITAL ADVISORS, LLC serves 236 high-net-worth clients according to their SEC filing dated October 08, 2024. View client details ↓
According to their SEC Form ADV, STILLWATER CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
STILLWATER CAPITAL ADVISORS, LLC manages $981 million in client assets according to their SEC filing dated October 08, 2024.
According to their SEC Form ADV, STILLWATER CAPITAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 236
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.80
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,901
Discretionary Accounts: 1,832
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 149946
Last Filing Date: 2024-10-08 00:00:00
Website: https://stillwateradv.com