CRD: 313075
Stillwater Capital Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-05-2021
- Office Locations
- 1
Office Locations
About Stillwater Capital Management
Stillwater Capital Management is a Carmel-by-the-Sea, CA RIA providing financial planning and discretionary portfolio management, including retirement and insurance planning. Portfolios are built primarily with public funds and ETFs, with exposure across equities and fixed income themes. The firm serves both retail and institutional clients and can custody through platforms such as Schwab or Merrill Lynch.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Diego Marin Reyes
Chief Compliance Officer, CO-CEO, Financial Advisor, Managing Member
- CRD
- #6131717
- Ownership
- 50% but less than 75%
KYLE ROSS SABDO
CO-CEO, Investment Advisor Representative
- CRD
- #6371247
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Dawn Jeannae Correia
Client Associate
- CRD
- #6540535
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,463,339 | $200,000 |
| Non-Discretionary | $0 | $50,000 |
| Total | $102,463,339 | $186,364 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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