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STILLWATER CAPITAL MANAGEMENT
STILLWATER CAPITAL MANAGEMENT, CORP
CRD 313075 · SEC 801-136767
NW CORNER OF 8TH AVE AND SAN CARLOS ST #2, CARMEL-BY-THE-SEA, CA, 93921, United States
Phone
831-877-1095
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$102.5M
Discretionary AUM
$102.5M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $51.0M |
| High net worth individuals | 39 | $45.0M |
| Pension/profit sharing plans | 8 | $2.6M |
| Charitable organizations | 2 | $3.8M |
All web addresses on file
Official SEC filing: View on IAPD