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- Custodian
- Goldman Sachs ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-16-2009
- Office Locations
- 2
Office Locations
About STM Asset Management LLC
STM Asset Management is an Alabama-based RIA providing goals-based planning and risk-managed portfolio construction focused on low-cost, simple solutions and risk aligned to client comfort. Portfolios emphasize broad diversification and asset allocation across stocks and bonds, with selective use of hard assets and alternatives, and are implemented primarily with ETFs. The team coordinates execution with outside experts (e.g., accountants and attorneys) and can custody via Goldman Sachs.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SEAN THOMAS MCCLAY
Chief Investment Officer, Owner
- CRD
- #4805551
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
NATHAN GREGORY FAIRCLOTH
Owner
- CRD
- #5809901
NATHAN DANIEL LIPPINCOTT
Financial Advisor, General Partner
- CRD
- #6200604
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,043,848 | -- |
| Non-Discretionary | $9,937,554 | -- |
| Total | $55,981,402 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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