Stifel Capital Management, LLC

Overview

Stifel Capital Management, LLC is a limited liability company operating as an institutional registered investment adviser; it became SEC-registered in 2023. The firm provides portfolio management for individuals and small businesses as well as for business and institutional clients. Its clientele mix includes both individual & family and institutional relationships, and it charges a combination of percentage-of-AUM fees and fixed fees. The firm is not identified as an active ESG investor. The firm maintains a broad set of industry linkages: affiliations include broker‑dealer activity, other investment adviser roles, registered municipal advisor services, commodity pool/operator or CTA functions, ties to banking or thrift institutions, trust company services, insurance company relationships, and sponsor/GP/managing‑member roles for pooled investment vehicles. Ownership is described as a mix of a domestic entity and individual stakeholders.

Assets & Accounts

Investments & Alternatives