STAVIS WEALTH TRANSFER SOLUTIONS

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	2
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	5	$53.8M
Total	5	$53.8M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	<5	$52.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	<5	$1.5M

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)ESTATE PLANNING & ADVISORY SUPERVISION SERVICES
Compensation	Fixed feesNET-WORTH BASED FEES
Other Business Activities	Registered representative of a broker-dealerInsurance broker or agent

Identifiers

SEC RIA File Number	801-128853
SEC ERA File Number	801-128853
SEC CIK Numbers	None
SEC CRD Numbers	328185
Legal Entity Identifier	None

Principal Office

1330 POST OAK BLVD
SUITE 2050
HOUSTON
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic