Stance Capital LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 284267
- Registered since
- January 6, 2021
- Website
- stancecap.com
- Custodians
- U.S. BANCORP INVESTMENTS, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies65.03%
- Pension & Profit Sharing Plans27.37%
- HNWI4.41%
- Other Investment Advisers1.92%
- Charitable Organizations0.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stance Capital LLC is an institutional RIA that registered with the SEC in 2021. The firm acts as a capital allocator and manages portfolios for both individuals and families as well as institutional clients. Its advisory services span separately managed accounts and pooled vehicles, covering portfolio management for individuals/small businesses, investment companies, and institutions; pension consulting; and the selection of other advisers. Stance identifies as an active ESG investor and charges clients on a percentage-of-AUM fee basis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Jason Aronson
Chief Compliance OfficerCRD 5179812
Tobit Heaps
CEOCRD 6360632
Contacts
3 of 4
William Davis
Founding Partner & Portfolio ManagerCRD 5858250
Andrew Niebler
Executive VP, General CounselCRD 5113452
Vicki Benjamin
Portfolio ManagerCRD 1261418
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$27.1M in ETFs
35%
$9.5M
64%
$17.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STANCE EQUITY ESG LARGE CAP CORE ETF (STNC) | Active | Large Blend | $17.2M | 445,763 | 63.31% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 131 Dartmouth St
- Time zone
- ET (UTC-5)
- Office locations
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