Overview
Assets Under Management: $72 million
High-Net-Worth Clients: 62
Average Client Assets: $1.2 million
Frequently Asked Questions
STYLUS CAPITAL 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 #282156), STYLUS CAPITAL LLC is subject to fiduciary duty under federal law.
STYLUS CAPITAL LLC serves 62 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, STYLUS CAPITAL LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
STYLUS CAPITAL LLC manages $72 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, STYLUS CAPITAL 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: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.91%
Average Client Assets: $1.2 million
Total Client Accounts: 64
Discretionary Accounts: 64
Regulatory Filings
CRD Number: 282156
Filing ID: 2063832
Last Filing Date: 2026-03-04 11:04:34