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Stillwater Capital Management CRD 313075
$102M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Nw Corner Of 8Th Ave And San Carlos St #2, Carmel-By-The-Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-24 |
Branch Locations
Nw Corner Of 8Th Ave And San Carlos St #2, Carmel-By-The-Sea, CA 93921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Carmel | CA | 07/2015 | 08/2023 |
| Stillwater Capital Management, Corp | Carmel-By-The-Sea | CA | 07/2024 | Present |
| Stillwater Capital Management, Corp | Carmel-By-The-Sea | CA | 08/2023 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-01 |
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