Stillwater Capital Management
Firm details
- Headquarters
- Carmelbythesea, California
- CRD number
- 313075
- Registered since
- April 2, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals49.77%
- HNWI43.92%
- Charitable Organizations3.75%
- Pension & Profit Sharing Plans2.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Stillwater Capital Management is an independent, individual-owned registered investment advisor that came onto the SEC registry in 2021. The firm manages client relationships on a percentage-of-assets fee model and serves both individual and family clients as well as institutional sponsors. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities16%
- Cash & Cash Equivalents7%
- State & Local Bonds2%
Owners & executives
1 of 1
Kyle Sabdo
Co-CEOCRD 6371247
Contacts
2 of 2Dawn Correia
Investment Adviser RepresentativeCRD 6540535
Diego Reyes
President & Investment Advisor RepresentativeCRD 6131717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Carmelbythesea, CA
Monterey
Location
Carmelbythesea, CA
Headquartered in Carmelbythesea, CA, in the West of the United States.
- Region
- West
- County
- Monterey
- Address
- Nw Cor Of 8 Th Ave And San Carl St
- Time zone
- PT (UTC-8)
- Office locations
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