STANCE CAPITAL LLC
CRD #284267 SEC #801-120103 BOSTON, MA 617-875-1062
SEC Registered
Total AUM
$228.4M
Discretionary
$155.8M
Employees
3
Clients
0
Accounts
109
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $228.4M | $155.8M | $72.7M | 3 | 14 |
| Mar 2025 | $228.4M | $155.8M | $72.7M | 3 | 14 |
| May 2024 | $186.8M | $128.4M | $58.4M | 3 | 15 |
| May 2024 | $186.8M | $128.4M | $58.4M | 3 | 15 |
| Mar 2024 | $186.8M | $128.4M | $58.4M | 3 | 15 |
| Aug 2023 | $140.3M | $92.5M | $47.8M | 3 | 4 |
| Feb 2023 | $140.3M | $92.5M | $47.8M | 3 | 4 |
| May 2022 | $140.9M | $108.1M | $32.7M | 4 | 4 |
| Feb 2022 | $140.9M | $108.1M | $32.7M | 4 | 4 |
| Nov 2021 | $105.9M | $81.1M | $24.8M | 2 | 2 |
| Mar 2021 | $105.9M | $81.1M | $24.8M | 2 | 2 |
| Dec 2020 | $100M | $76.1M | $24M | 2 | 3 |
DateMay 2025
Total AUM$228.4M
Discretionary$155.8M
Non-Disc.$72.7M
Employees3
Clients14
DateMar 2025
Total AUM$228.4M
Discretionary$155.8M
Non-Disc.$72.7M
Employees3
Clients14
DateMay 2024
Total AUM$186.8M
Discretionary$128.4M
Non-Disc.$58.4M
Employees3
Clients15
DateMay 2024
Total AUM$186.8M
Discretionary$128.4M
Non-Disc.$58.4M
Employees3
Clients15
DateMar 2024
Total AUM$186.8M
Discretionary$128.4M
Non-Disc.$58.4M
Employees3
Clients15
DateAug 2023
Total AUM$140.3M
Discretionary$92.5M
Non-Disc.$47.8M
Employees3
Clients4
DateFeb 2023
Total AUM$140.3M
Discretionary$92.5M
Non-Disc.$47.8M
Employees3
Clients4
DateMay 2022
Total AUM$140.9M
Discretionary$108.1M
Non-Disc.$32.7M
Employees4
Clients4
DateFeb 2022
Total AUM$140.9M
Discretionary$108.1M
Non-Disc.$32.7M
Employees4
Clients4
DateNov 2021
Total AUM$105.9M
Discretionary$81.1M
Non-Disc.$24.8M
Employees2
Clients2
DateMar 2021
Total AUM$105.9M
Discretionary$81.1M
Non-Disc.$24.8M
Employees2
Clients2
DateDec 2020
Total AUM$100M
Discretionary$76.1M
Non-Disc.$24M
Employees2
Clients3