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STACKWELL

STACKWELL CAPITAL ADVISERS, LLC

CRD 316298 · SEC 801-122757

Visit website

100 SUMMER STREET, SUITE 1600, BOSTON, MA, 02110, United States

Phone

(617) 455-4741

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.3M

Discretionary AUM

$2.3M

Team

17 total employees; 2 advisory reps; 785 broker-dealer reps

Clients

—

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals3924$2.3M

States served

AL, AZ, AR, CA, CO, DE, DC, GA, IL, IN, KS, KY, LA, MD, MA, MI, MN, MS, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD