CRD: 337727
Still Waters Investment Strategies LLC
$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-13-2025
- Office Locations
- 1
Office Locations
-- Birmingham AL
About Still Waters Investment Strategies LLC
Still Waters Investment Strategies is a fee-only fiduciary RIA in Birmingham, Alabama, providing personalized financial planning, portfolio management, and investment strategy for families, with a focus on retirement planning and college savings. Portfolios are primarily ETF-based and actively monitored to manage risk and diversification.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JOSEPH LEE AULTMAN JR
Chief Compliance Officer, Managing Member
- CRD
- #5835372
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,257,618 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,257,618 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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