Stantum, LLC

Overview

Stantum, LLC operates as a small, independent registered investment adviser focused on fee-based financial planning and portfolio management for individual and family clients, with capabilities to serve pooled investment vehicles and institutional relationships. The firm acts as a capital allocator, selectively placing client capital with outside managers and third‑party funds when appropriate. Its advisory activities include direct portfolio management, selection of sub‑advisers, publication of client‑facing materials, and educational seminars, which suggests a consultative approach that combines hands‑on portfolio work with client education. Investment preferences lean toward liquid, exchange‑traded equities as the primary building block of client portfolios, supplemented by mutual funds and annuities for income, diversification, and tax or suitability considerations. Stantum does not identify as an active ESG investor. Given the firm’s emphasis on selection of other advisers and management of pooled vehicles, it appears comfortable blending internally managed equity positions with externally managed alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices