Stillwater Capital Advisors, LLC
Firm details
- Headquarters
- Devon, Pennsylvania
- CRD number
- 149946
- Registered since
- April 20, 2009
- Website
- www.stillwateradv.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.19%
- Individuals6.66%
- Charitable Organizations2.96%
- Pension & Profit Sharing Plans0.18%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Stillwater Capital Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2009. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. It charges fees as a percentage of assets under management and provides financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. Stillwater reports no active ESG investment program and is not reported as a multi-state adviser. The firm has multiple industry affiliations, including relationships with a broker-dealer, another investment adviser, an insurance company, and roles as sponsor/GP or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Investment Grade Corp Bonds12%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents5%
Contacts
3 of 4
Henry Hudson
Vice President, Financial AdvisorCRD 5961643
Douglas Swope
Principal and Financial AdvisorCRD 1531878
Justin Thompson
Vice President, Financial AdvisorCRD 5183565
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$599M in ETFs
98%
$586M
0%
$12.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $62.1M | 325,758 | 10.37% |
Location
Devon, PA
Chester
Location
Devon, PA
Headquartered in Devon, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 80 Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
1315 Capital
RIAPhiladelphia, PA
Chadds Ford Wealth Partners, LLC
RIAChadds Ford, PA
The Coury Firm
RIAPittsburgh, PA
Miravast Asset Management, LLC
RIANewtown, PA
Meridian Wealth Partners, LLC
RIAEast Norriton, PA
Morgan Properties Special Situations II LLC
RIAConshohocken, PA