Stillwater Investments

Overview

Stillwater Investments is a small, independent registered investment adviser operating as a sole proprietorship under individual ownership. The firm focuses on serving individual and family clients and charges fees based on a percentage of assets under management. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. According to the firm data, Stillwater is not positioned as a capital allocator, does not market itself as an active ESG investor, and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices