STIFEL CAPITAL MANAGEMENT, LLC

Overview

Stifel Capital Management, LLC is a privately held limited liability company that registered as an SEC adviser in 2023. The firm serves both individual and family clients as well as institutional investors, offering portfolio management for individuals/small businesses and for businesses or institutions. Its fee arrangements include percentage-of-AUM charges and fixed fees. The snapshot flags the firm as an active participant across multiple parts of the financial services ecosystem: it has affiliations with a broker‑dealer, other investment advisers, a registered municipal advisor, CPO/CTA activity, banking or thrift institutions, a trust company, an insurance company, and sponsors or general partners of pooled investment vehicles. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices