Stillwater Capital Management

RIASEC RegisteredEst. 2026
Total AUM
$102M
Discretionary
$102M
100% of AUM
Avg account
$813K
Accounts
126
Employees
3
Advisory reps
3

Firm details

Headquarters
Carmelbythesea, California
CRD number
313075
Registered since
July 17, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals49.77%
  • HNWI43.92%
  • Charitable Organizations3.75%
  • Pension & Profit Sharing Plans2.56%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Stillwater Capital Management is an independent, privately owned registered investment adviser serving both individual/family clients and institutional mandates. The firm bills its advisory services as a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. According to the snapshot data, Stillwater registered with the SEC in 2026 and is organized as a corporation with individual ownership. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not described as a capital allocator in the profile data. Its business model centers on fee‑based advisory work rather than acting as an allocator or manager of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 16%, Cash & Cash Equivalents 7%, State & Local Bonds 2%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents7%
  • State & Local Bonds2%

Owners & executives

1 of 1
  • Kyle Sabdo

    Kyle Sabdo

    Co-ceoCRD 6371247

Contacts

2 of 2
  • Dawn Correia

    Investment Adviser RepresentativeCRD 6540535

  • Diego Reyes

    Diego Reyes

    President & Investment Advisor RepresentativeCRD 6131717

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Carmelbythesea, CA

Monterey

Location

Carmelbythesea, CA

Headquartered in Carmelbythesea, CA, in the West of the United States.

Region
West
County
Monterey
Address
Nw Cor Of 8 Th Ave And San Carl St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth