Stock Management LLC

Overview

Stock Management LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year listed as 2025) and is owned by an individual principal. Its client mix spans high-net-worth individuals and families as well as institutional and business accounts. Advisory services focus on portfolio management for individuals, small businesses and institutional clients. Compensation is fee-based, charged as a percentage of assets under management. The firm does not identify itself as an active ESG investor and is not designated as a capital allocator. An industry mention appears in FINTRX: Stock Management LLC was cited as a Top RIA Firms outlet by FA Magazine in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices