Still Waters Investment Strategies LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,257,618
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Still Waters Investment Strategies LLC operates as an investment manager offering discretionary investment management for pooled or institutional mandates while also providing comprehensive financial planning and individual account management to clients, including high‑net‑worth individuals. The firm documents client profiles and delivers written financial plans as well as ongoing implementation and monitoring services.
Investment decisions are driven by semi‑automated, rules‑based quantitative models that combine factor investing with tactical and strategic asset allocation and a blend of top‑down and bottom‑up analysis. These systematic models are used alongside human oversight to implement and rebalance portfolios on a discretionary basis with regular reviews.
Noteworthy aspects from the brochure include the firm’s explicit servicing of high‑net‑worth individuals and its use of hourly billing for ad hoc or updated financial planning—both of which are uncommon for firms in this investment‑manager category. Operational details that distinguish the firm further are its requirement that client accounts be held at Interactive Brokers, a regulatory AUM of $2,257,618 and recent registration in 2025, and an absence of soft‑dollar and third‑party referral arrangements.
Client services
Financial planning
Portfolio management
Expertise
Factor investing / smart beta
Fee options
One-time initial financial planning fee of $500
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001+: 0.75% annually
$200 to $400 per hour for updating existing financial plans and ad hoc financial planning
Account minimum: $25,000
Main office location
Still Waters Investment Strategies LLC
Birmingham AL, United States
Number of offices
1
Most active in
Still Waters Investment Strategies LLC has reported serving >5 clients in these states in the last 12 months.
Alabama
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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