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- Custodian
- Apex · JP Morgan · US Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-15-2015
- Office Locations
- 2
Office Locations
About Stash
Stash is a NEW York-based RIA with 2 offices. The firm has been operating for 11 years. Managing $4.9B in total assets under management, with 6 advisory representatives. They custody assets with Apex and JP Morgan.
Reported data analysis
What the numbers show
Between August 26, 2025 and April 23, 2026, reported AUM increased 18.1%, from $4.2B to $4.9B.
Across 5 reported observations, AUM increased 48.8% between December 21, 2022 and April 23, 2026, from $3.3B to $4.9B.
Of the latest reported AUM, 5.1% is discretionary and 94.9% is non-discretionary.
The firm reports 6 advisory representatives and 1,219,629 clients, or 203,271.5 clients per representative. That equates to $4.0K in reported AUM per client.
The profile lists 2 reported office locations and 11 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Platform
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The full Stash record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRANDON ALEX KRIEG
Broker, Chief Executive Officer
- CRD
- #4074156
- Ownership
- Less than 5%
KATHERINE DAILEY RING
Chief Compliance Officer
- CRD
- #4934458
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SEBASTIAN LAFONTAINE
--
- CRD
- #6089931
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,006,899 | $830 |
| Non-Discretionary | $4,669,723,517 | $3,208 |
| Total | $4,920,730,416 | $2,799 |
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Separately Managed Accounts
SMA allocation detail is available
Stash has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Stash's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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