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STANCE CAPITAL LLC
CRD 284267 · SEC 801-120103
131 DARTMOUTH STREET, 3RD FLOOR, BOSTON, MA, 02116, United States
Phone
617-875-1062
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$354.2M
Discretionary AUM
$265.1M
Team
5 total employees; 5 advisory reps; 11 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisersRESEARCH
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.2M |
| High net worth individuals | 14 | $15.6M |
| Investment companies | 2 | $230.3M |
| Pension/profit sharing plans | 9 | $97.0M |
| Charitable organizations | 2 | $2.3M |
| Other investment advisers | 6 | $6.8M |
| Corporations/business entities | 1 | $1K |
States served
DC, MD, MA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD