STM Asset Management LLC

Overview

STM Asset Management LLC is a small, privately owned limited liability company that operates as a non-independent retail registered investment adviser. The firm charges clients a percentage of assets under management and serves both individual and family clients as well as institutional accounts. Its advisory scope focuses on portfolio management for individuals, small businesses, and businesses or institutions. STM also conducts insurance brokerage and accounting activities alongside its investment advisory services. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is organized under individual ownership and is not listed as a multi-state adviser on the available data.

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Public Holdings

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Location & Offices