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| Keyboard |
| Stock Management LLC
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|---|---|
| CRD # | 113902 |
| SEC # | 801-130015 |
| CIK # | |
| AUM | 141.8 M (2026-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 253-535-5530 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 362 | 51.2 |
| (b) Individuals (high net worth individuals) | 77 | 87.5 |
| (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 | 7 | 3.0 |
| (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 | 446 | 141.8 |
| By Discretionary | ||
| Discretionary | 446 | 141.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 446 | 141.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.8 | |
| Total | 446 | 141.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 446 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Heydorn Stone Capital Management LLC
✚
|
NY | 142.0 M |
|
Fortress Financial Solutions LLC
✚
|
AZ | 142.0 M |
|
Love Your Life LLC DBA Freedom Asset Management
✚
|
WA | 142.0 M |
|
Kennondale Capital Management LLC
✚
|
VA | 141.9 M |
|
Severin Investments LLC
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|
MO | 141.9 M |
|
October Wealth Advisors Inc
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|
AR | 141.6 M |
|
Equity Advisors of Kentucky Inc
✚
|
KY | 141.6 M |
|
Think Different Financial Planning LLC
✚
|
141.5 M | |
|
Clarity Investments Planning LLC
✚
|
NY | 141.5 M |
|
Bourke Wealth Management
✚
|
CA | 141.4 M |