Stillwater Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,344,273,458
This total excludes 12 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
577
45% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
144
Average account size
$2,329,763
About
Stillwater Capital Advisors serves a mix of individual and high‑net‑worth clients as well as pension and endowment plans, charitable organizations, and corporate accounts. The firm provides discretionary portfolio management, non‑discretionary investment advice, financial planning, and pension/endowment services including the preparation of investment policy statements and 529 account oversight.
Investment recommendations are tailored through client interviews that establish objectives, time horizon, risk tolerance and liquidity needs, and portfolios are implemented using individual equities, bonds, mutual funds and ETFs. The firm combines fundamental and cyclical analysis with strategic asset allocation and a preference for long‑term holdings, and it offers both discretionary trading authority and the option for clients to impose reasonable investment restrictions.
With roughly $1.34 billion in assets under management across a four‑advisor team, Stillwater has a relatively high AUM per advisor and concentrates the bulk of its assets in its discretionary portfolio management program. The firm also operates with institutional platform relationships for custody and trade execution, uses block trading and centralized proxy voting processes, and provides formal IPS and monitoring services for plans and endowments, features that distinguish it from many similarly sized team advisors.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: Negotiable
Main office location
Stillwater Capital Advisors, LLC
80 W. Lancaster Ave. Suite 230
Devon PA 19333, United States
Number of offices
1
Most active in
Stillwater Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Washington
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.
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