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- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-20-2009
- Office Locations
- 1
Office Locations
About Stillwater Capital Advisors, LLC
Stillwater Capital Advisors is an SEC-registered RIA that combines independent research with technology to deliver objective, customized portfolio construction, asset allocation, and financial planning. The practice focuses on collaborative, goal-oriented advice for individuals and business owners/entrepreneurs, with a notable emphasis on ETF-based implementation alongside fixed income and mutual funds. Works with major platforms/custody such as Fidelity/NFS and Tamarac.
Team overview
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Investment Themes
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Platform
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Owner & Executives
DOUGLAS ANDREW SWOPE
MANAGING DIRECTOR
- CRD
- #1531878
- Ownership
- 75% or more
CHRISTOPHER CORKHILL DAUTRICH
Chief Compliance Officer
- CRD
- #4537989
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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HENRY WILLIAM HUDSON V
Wealth Advisor
- CRD
- #5961643
JUSTIN N THOMPSON
Vice President
- CRD
- #5183565
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,280,638,579 | $584,233 |
| Non-Discretionary | $63,634,879 | $1,223,748 |
| Total | $1,344,273,458 | $599,052 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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