STILLWATER CAPITAL MANAGEMENT
Firm details
- Headquarters
- carmelbythesea, California
- CRD number
- 313075
- Registered since
- April 2, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals45.85%
- HNWI44.44%
- Pension & Profit Sharing Plans6.33%
- Charitable Organizations3.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Stillwater Capital Management is an independent registered investment adviser that began SEC registration in 2021 and is organized as a corporation owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Compensation is charged as a percentage of assets under management. Stillwater identifies as NOT an active ESG investor and does not describe itself as a multi-state or related adviser; it also does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities16%
- Cash & Cash Equivalents7%
- State & Local Bonds2%
Owners & executives
1 of 1KYLE SABDO
Co-CEOCRD 6371247
Contacts
2 of 2Dawn Correia
Investment Adviser RepresentativeCRD 6540535
Diego Reyes
President & Investment Advisor RepresentativeCRD 6131717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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