Stillwater Capital Management
Firm details
- Headquarters
- Carmelbythesea, California
- CRD number
- 313075
- Registered since
- July 17, 2026
- 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, privately owned registered investment adviser serving both individual/family clients and institutional mandates. The firm bills its advisory services as a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. According to the snapshot data, Stillwater registered with the SEC in 2026 and is organized as a corporation with individual ownership. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not described as a capital allocator in the profile data. Its business model centers on fee‑based advisory work rather than acting as an allocator or manager of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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