|
⚲
|
| Stifel Capital Management LLC
✚
|
|
|---|---|
| CRD # | 328365 |
| SEC # | 801-129003 |
| CIK # | |
| AUM | $4.2 B (2026-03-31) |
| Employees | 9 (56% Investors, 22% Brokers) |
| Phone | 212-328-1000 |
| Address | 1095 Avenue of The Americas New York, NY 10036 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 0.1 |
| (b) Individuals (high net worth individuals) | 161 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 20 | 2.0 |
| (j) Other investment advisers | 18 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 93 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 4.2 |
| By Discretionary | ||
| Discretionary | 549 | 4.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 549 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 549 | 4.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bridgeway Capital Management LLC
✚
|
TX | 4.3 |
|
ZWJ Investment Counsel Inc
✚
|
GA | 4.2 |
|
Scharf Investments LLC
✚
|
CA | 4.2 |
|
Systematic Financial Management LP
✚
|
NJ | 4.2 |
|
Clear Investment Research LLC
✚
|
GA | 4.2 |
|
Texas Capital Bank Wealth Management Services Inc
✚
|
TX | 4.2 |
|
Salem Investment Counselors Inc
✚
|
NC | 4.2 |
|
Crossingbridge Advisors LLC
✚
|
NY | 4.2 |
|
Essex Financial Services Inc
✚
|
CT | 4.2 |
|
IPG Investment Advisors LLC
✚
|
CA | 4.1 |