Stillwater Capital Management
Financial planning in Carmel-By-The-Sea, CA
SEC registeredNo commissions reported
Public-record details
- Address
- Nw Corner of 8th Ave and San Carlos St #2, Carmel-By-The-Sea, CA 93921
- Phone
- (831) 877-1095
- Listed under
- Financial planning, % of assets managed, Retirement plan consulting
- Legal name
- Stillwater Capital Management, Corp
- CRD number
- 313075
- Registration
- SEC registered since 2026-07-17
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses; Pension consulting
- Regulatory assets under management
- $102.5 million
- Accounts managed
- 126
- Clients reported (Form ADV 5.D)
- 126
- Individual / high-net-worth clients
- 77 / 39
- Employees
- 3
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-07-21
Read the official record
- SEC IAPD summary for CRD 313075 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.