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| Stillwater Capital Advisors LLC
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|---|---|
| CRD # | 149946 |
| SEC # | 801-70060 |
| CIK # | 0001482970 |
| AUM | 1,344.3 M (2026-05-14) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-848-6760 |
| Address | 80 W Lancaster Ave Suite 230 Devon, PA 19333 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 60.3 | ||
| Broadcom Inc | 54.4 | ||
| Nvidia Corp | 53.2 | ||
| Alphabet Inc | 43.8 | ||
| Microsoft Corp | 40.7 | ||
| United Technologies Corp /DE/ | 33.4 | ||
| J P Morgan Chase & Co | 31.6 | ||
| Lilly Eli & Co | 31.3 | ||
| Wal Mart Stores Inc | 29.8 | ||
| Caterpillar Inc | 28.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 316 | 89.6 |
| (b) Individuals (high net worth individuals) | 261 | 1,212.4 |
| (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 | 2.4 |
| (h) Charitable organizations | 12 | 39.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,244 | 1,344.3 |
| By Discretionary | ||
| Discretionary | 2,192 | 1,280.6 |
| Non-Discretionary | 52 | 63.6 |
| Total | 2,244 | 1,344.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.6 | |
| United States Persons | 1,335.7 | |
| Total | 2,244 | 1,344.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001482970] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
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|---|---|---|
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