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- Custodian
- BNY Mellon · Citibank · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-12-2008
- Office Locations
- 2
Office Locations
About Stelac Advisory Services LLC
Stelac Advisory Services LLC is an SEC-registered RIA that acts as an independent intermediary between clients and their financial institutions, providing objective asset allocation and portfolio management. The firm helps consolidate banking relationships onto a single platform and supports estate planning, family governance, and philanthropy, backed by an in-house technology platform for data aggregation, analysis, and reporting.
Reported data analysis
What the numbers show
Between December 11, 2025 and March 31, 2026, reported AUM increased 54.8%, from $4.1B to $6.3B.
Across 5 reported observations, AUM increased 137.5% between November 15, 2022 and March 31, 2026, from $2.6B to $6.3B.
Of the latest reported AUM, 66.4% is discretionary and 33.6% is non-discretionary.
The firm reports 10 advisory representatives and 101 clients, or 10.1 clients per representative. That equates to $62.2M in reported AUM per client.
The profile lists 2 reported office locations and 18 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Stelac Advisory Services LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Stelac Advisory Services LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LINA MARIA ARIAS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
CARLOS EDUARDO PADULA
Chairman Of The Board
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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RICARDO HELLMUND
Director
- CRD
- #5897138
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,175,326,400 | $16,835,994 |
| Non-Discretionary | $2,111,041,112 | $4,776,111 |
| Total | $6,286,367,512 | $9,110,678 |
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Separately Managed Accounts
SMA allocation detail is available
Stelac Advisory Services LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Stelac Advisory Services LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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