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STILLWATER CAPITAL ADVISORS, LLC
CRD 149946 · SEC 801-70060
80 W. LANCASTER AVE. SUITE 230, DEVON, PA, 19333, United States
Phone
610-848-6760
Fax
610-848-6762
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.34B
Discretionary AUM
$1.28B
Team
6 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 316 | $89.6M |
| High net worth individuals | 261 | $1.21B |
| Charitable organizations | 12 | $39.8M |
States served
CA, CO, DE, GA, IL, MD, MA, NJ, NY, NC, OR, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD