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| Keyboard |
| Stifel Capital Management LLC
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|---|---|
| CRD # | 328365 |
| SEC # | 801-129003 |
| CIK # | |
| AUM | 4,199.9 M (2026-03-31) |
| Employees | 9 (56% Investors, 22% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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TX | 4,251.7 M |
|
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|
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GA | 4,191.6 M |
|
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TX | 4,190.4 M |
|
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NC | 4,188.1 M |
|
Crossingbridge Advisors LLC
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|
NY | 4,182.1 M |
|
Essex Financial Services Inc
✚
|
CT | 4,170.0 M |
|
IPG Investment Advisors LLC
✚
|
CA | 4,136.5 M |