$38.2K Total AUM
$38.2K Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-24-2025
- Office Locations
- 2
Office Locations
-- Camas WA
-- Cave Creek AZ
About Third Stanza Group
Third Stanza Group is a Cave Creek-based RIA with 2 offices. The firm has been operating for 0 years. Managing $38.2K in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$19.1K AVG AUM / ADVISOR
$38.2K AVG AUM / CLIENT
0.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
G
GUY WALKER CHADWICK
Chief Compliance Officer, Managing Member
- CRD
- #7771488
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MICHAEL CLIFFORD HIBBS
Managing Member
- CRD
- #8123842
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,200 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,200 | -- |
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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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