Stovell Ai Systems

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
14
Advisory reps
5

Firm details

Headquarters
San Francisco, California
CRD number
304699
Website
stovell.ai
Fee structure
Subscription Fees

Firm profile

FINTRX

Overview

Stovell Ai Systems presents as a subscription-fee advisory entity rather than a traditional asset manager. The firm is organized as a limited liability company with a domestic ownership structure that includes individual ownership. Public records do not show a typical adviser profile: it is not identified as a capital allocator, does not list multi-state adviser status, is not flagged as an active ESG investor, and it does not market pension consulting or related-adviser services. The combination of a subscription fee model and an absence of reported client assets suggests the firm's offering focuses on a product or service delivered for recurring fees — for example, research, software, analytics or advisory tools — rather than discretionary portfolio management on behalf of outside clients. Available information does not specify the firm’s day-to-day advisory activities or client segments. Because registration year and many business-activity details are blank, Stovell Ai Systems should be viewed more as a fee-for-service provider in the advisory ecosystem rather than a conventional RIA running third-party capital.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • James Stovell

    James Stovell

    Founder & Managing MemberCRD 4738739

  • Paul Orlin

    Paul Orlin

    MemberCRD 1867229

  • John Mancuso

    John Mancuso

    Managing Director of SalesCRD 2446867

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
37 Graham St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth