Hedge Fund Database

STILLWATER CAPITAL ADVISORS, LLC

Adviser information for STILLWATER CAPITAL ADVISORS, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

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

Employees

Total Number of Employees 6
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,832 $916.6M
Non-Discretionary 69 $64.2M
Total 1,901 $980.8M

Clients

Type Number RAUM
Individuals 284 $72.6M
HNW Individuals 229 $873.1M
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 <5 $2.2M
Charitable organizations 10 $32.1M
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 <5 $742,110
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUM

Identifiers

SEC RIA File Number 801-70060
SEC ERA File Number 801-70060
SEC CIK Numbers 1482970
SEC CRD Numbers 149946
Legal Entity Identifier None

Principal Office

80 W. LANCASTER AVE. SUITE 230
DEVON
PA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 610-848-6760, Fax: 610-848-6762

Websites

www.stillwateradv.com

Chief Compliance Officer

CHRISTOPHER DAUTRICH
VICE PRESIDENT
80 W. LANCASTER AVE. SUITE 230
DEVON
PA
United States
Tel: 610-848-6760
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SWOPE, DOUGLAS, ANDREW Individual – MANAGING DIRECTOR 06/2009 > 75%
DAUTRICH, CHRISTOPHER, CORKHILL Individual – CHIEF COMPLIANCE OFFICER 09/2013 < 5%

No. Employees, Historic

105020192020202120222023202420257 on 4/29/20196 on 3/23/20206 on 5/26/20206 on 6/29/20206 on 10/6/20206 on 10/16/20206 on 3/15/20216 on 3/16/20216 on 12/1/20216 on 3/15/20226 on 3/16/20226 on 5/16/20226 on 3/3/20236 on 10/19/20236 on 3/14/2024

RAUM, Historic

1B500M02019202020212022202320242025819223546 on 4/29/2019706804424 on 3/23/2020706804424 on 5/26/2020706804424 on 6/29/2020706804424 on 10/6/2020706804424 on 10/16/2020845441129 on 3/15/2021845441129 on 3/16/2021845441129 on 12/1/2021888064497 on 3/15/2022888064497 on 3/16/2022888064497 on 5/16/2022806011129 on 3/3/2023806011129 on 10/19/2023980827664 on 3/14/2024

No. Clients, Historic

60030002019202020212022202320242025529 on 4/29/2019442 on 3/23/2020442 on 5/26/2020442 on 6/29/2020442 on 10/6/2020442 on 10/16/2020477 on 3/15/2021477 on 3/16/2021477 on 12/1/2021506 on 3/15/2022506 on 3/16/2022506 on 5/16/2022510 on 3/3/2023510 on 10/19/2023523 on 3/14/2024

Holdings

From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 16M 91K –
ALPHABET INC CAP STK CL A 29M 158K –
AMAZON COM INC COM 21M 108K –
APPLE INC COM 54M 254K –
BLACKROCK INC COM 15M 19K –
BROADCOM INC COM 48M 30K –
CATERPILLAR INC COM 14M 41K –
COCA COLA CO COM 13M 199K –
EXXON MOBIL CORP COM 17M 146K –
HOME DEPOT INC COM 17M 51K –
ISHARES TR US CONSM STAPLES 919K 14K –
ISHARES TR RUS MD CP GR ETF 1M 11K –
ISHARES TR US INDUSTRIALS 2M 13K –
ISHARES TR SP SMCP600VL ETF 2M 18K –
ISHARES TR US CONSUM DISCRE 3M 32K –
ISHARES TR RUS 1000 VAL ETF 4M 21K –
ISHARES TR U.S. FINLS ETF 5M 56K –
ISHARES TR US HLTHCARE ETF 6M 100K –
ISHARES TR RUS 1000 GRW ETF 16M 43K –
ISHARES TR U.S. TECH ETF 18M 118K –
JPMORGAN CHASE & CO. COM 23M 113K –
LIGHT & WONDER INC COM 1M 10K –
MARRIOTT INTL INC NEW CL A 18M 76K –
MERCK & CO INC COM 23M 182K –
MICROSOFT CORP COM 52M 117K –
MONDELEZ INTL INC CL A 13M 192K –
NVIDIA CORPORATION COM 65M 526K –
OPKO HEALTH INC COM 14K 11K –
RTX CORPORATION COM 18M 182K –
SELECT SECTOR SPDR TR SBI INT-UTILS 1M 17K –
SELECT SECTOR SPDR TR RL EST SEL SEC 1M 31K –
SELECT SECTOR SPDR TR SBI MATERIALS 2M 25K –
SELECT SECTOR SPDR TR ENERGY 7M 74K –
SELECT SECTOR SPDR TR SBI CONS STPLS 7M 90K –
SELECT SECTOR SPDR TR INDL 8M 67K –
SELECT SECTOR SPDR TR SBI CONS DISCR 11M 62K –
SELECT SECTOR SPDR TR COMMUNICATION 11M 133K –
SELECT SECTOR SPDR TR FINANCIAL 12M 285K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 14M 98K –
SELECT SECTOR SPDR TR TECHNOLOGY 36M 160K –
SPDR SER TR S&P 600 SMCP GRW 2M 22K –
T-MOBILE US INC COM 17M 96K –
UNITED PARCEL SERVICE INC CL B 10M 70K –
UNITEDHEALTH GROUP INC COM 18M 35K –
VANGUARD INDEX FDS MCAP VL IDXVIP 3M 18K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 6M 114K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 7M 56K –
VISA INC COM CL A 16M 61K –
WALMART INC COM 17M 255K –