STILLBLUE FINANCIAL PARTNERS, LLC

Overview

Stillblue Financial Partners, LLC is an independent registered investment adviser serving individual and family clients with a mix of planning and discretionary portfolio management. The firm combines AUM-based and hourly billing, and offers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Filings indicate the firm acts as a capital allocator, using third-party managers to access non-traditional exposures alongside public funds. Stillblue does not identify as an active ESG investor and is not listed as a multi-state adviser. Investment activity shows a clear tilt toward pooled public vehicles — public funds and mutual funds represent the dominant sleeve of client portfolios — while the firm also uses corporate debt and external alternative fund managers to broaden return sources and risk profiles. The adviser operates with both discretionary and non-discretionary mandates, indicating it manages core portfolios directly for many clients while keeping advisory relationships that retain some client-directed components.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices