S
CRD: 311084
Stillwater Financial
$34.0M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2022
- Office Locations
- 1
Office Locations
1431 South Western Road Stillwater OK
About Stillwater Financial
Stillwater Financial is a commission-free, fiduciary advisory led by CFP® professional Cody Murray, focused on helping individuals and families solve retirement planning and tax-reduction challenges. The firm publishes a transparent fee schedule and provides planning-led investment guidance and portfolio construction, with client accounts supported through Altruist.
Team overview
35 AVG AGE
$34.0M AVG AUM / ADVISOR
$739.0K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Cody Jay Murray
Chief Compliance Officer, Financial Planner, FOUNDER, Owner
- CRD
- #6717656
- 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 | $33,991,865 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,991,865 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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