Overview

Stillwater Capital is in the process of registration and will open as a registered advisory firm in April, 2017.

The business has the three components:

Wealth Advisory - Traditional investment counsel.
Outsourced CIO - Provide investment depth to smaller RIAs.
Liquid Alternatives - Internally developed strategies.

We are looking to grow the Wealth Advisory business organically and through acquisition. Our target markets are San Francisco, Santa Barbara (corporate headquarters) and LA/Orange County/ San Diego.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...