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⚲
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| Stillwater Capital Management Corp
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|
|
|---|---|
| CRD # | 313075 |
| SEC # | 801-136767 |
| CIK # | |
| AUM | $102.5 M (2026-06-17) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 831-877-1095 |
| Address | NW Corner of 8th Ave and San Carlos St 2 Carmelbythesea, CA 93921 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 51.0 |
| (b) Individuals (high net worth individuals) | 39 | 45.0 |
| (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 | 8 | 2.6 |
| (h) Charitable organizations | 2 | 3.8 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 126 | 102.5 |
| By Discretionary | ||
| Discretionary | 126 | 102.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 126 | 102.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.5 | |
| Total | 126 | 102.5 |
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|---|---|---|
|
Pearl Wealth Group LLC
✚
|
0.1 | |
|
Opportunus Wealth Management LLC
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|
0.1 | |
|
Fairchild Capital LLC
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OR | 0.1 |
|
Dorian Investment Advisory LLC
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TN | 0.1 |
|
Brazos Capital LLC
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|
TX | 0.1 |
|
Rocky Hill Advisors Inc
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|
MA | 0.1 |
|
Capital Synergy Partners Inc
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|
CA | 0.1 |
|
Betterman Digital Wealth Inc
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|
0.1 | |
|
Haire Wealth Management Inc
✚
|
MS | 0.1 |
|
Balanced Wealth Management LLC
✚
|
RI | 0.1 |