STILLWATER CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2009

Total AUM

$1.3B

Discretionary

$1.3B

95% of AUM

Avg account

$599K

Accounts

2,244

Employees

Advisory reps

Firm details

Headquarters: DEVON, Pennsylvania
CRD number: 149946
Registered since: April 20, 2009
Website: www.stillwateradv.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI90.19%
Individuals6.66%
Charitable Organizations2.96%
Pension & Profit Sharing Plans0.18%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Stillwater Capital Advisors, LLC is a privately owned investment adviser organized as an LLC and SEC-registered since 2009. The firm serves both individual and family clients as well as institutional investors, charging advisory fees as a percentage of assets under management. Core advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, institutional and business portfolio management, and pension consulting. The firm reports it is not an active ESG investor and operates under a single-state registration. Stillwater maintains industry relationships beyond advisory services: it is affiliated with a broker-dealer, other investment advisers, an insurance company, and it acts as sponsor/GP or managing member of pooled investment vehicles.