STACKWELL

Overview

Stackwell operates as a small, fee-for-service advisory firm focused on portfolio management for individuals and small businesses. Registered with the SEC in 2021, the firm serves a primarily individual and family client base across multiple states. Its advisory model centers on fixed fees rather than asset-based percentage billing, and the firm does not brand itself as an active ESG investor. Investment activity is concentrated in public pooled vehicles — mutual funds and similar public funds represent the bulk of deployed capital — with a supplementary allocation to externally managed real estate strategies. The combination of a large client count and very small average account balances suggests Stackwell delivers a high-volume, low-balance service model more akin to digital or scaled advice platforms than traditional high-touch wealth management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices