Overview
Assets Under Management: $142 million
High-Net-Worth Clients: 77
Average Client Assets: $1.1 million
Frequently Asked Questions
STOCK 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 #113902), STOCK MANAGEMENT LLC is subject to fiduciary duty under federal law.
STOCK MANAGEMENT LLC serves 77 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, STOCK MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
STOCK MANAGEMENT LLC manages $142 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, STOCK 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: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.74%
Average Client Assets: $1.1 million
Total Client Accounts: 446
Discretionary Accounts: 446
Regulatory Filings
CRD Number: 113902
Filing ID: 2070444
Last Filing Date: 2026-03-19 17:02:55