STACKWELL CAPITAL ADVISERS, LLC
Legal name: STACKWELL
CRD #316298 SEC #801-122757 BOSTON, MA 617-455-4741
SEC Registered
Total AUM
$2M
Discretionary
$2M
Employees
6
Clients
--
Accounts
2,688
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $2M | $2M | $0 | 6 | 419 |
| Mar 2025 | $2M | $2M | $0 | 6 | 419 |
| Feb 2025 | $1.4M | $1.4M | $0 | 6 | 54 |
| Apr 2024 | $1.5M | $1.5M | $0 | 6 | 54 |
| Jan 2024 | $601.3K | $601.3K | $0 | 6 | 1,179 |
| Mar 2023 | $601.3K | $601.3K | $0 | 6 | 1,179 |
| Jan 2023 | $93 | $93 | $0 | 4 | 4 |
| Oct 2022 | $93 | $93 | $0 | 4 | 4 |
| Sep 2022 | $93 | $93 | $0 | 4 | 4 |
| Apr 2022 | $93 | $93 | $0 | 4 | 4 |
| Mar 2022 | $93 | $93 | $0 | 4 | 4 |
| Oct 2021 | $0 | $0 | $0 | 2 | 0 |
| Oct 2021 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees6
Clients419
DateMar 2025
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees6
Clients419
DateFeb 2025
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees6
Clients54
DateApr 2024
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees6
Clients54
DateJan 2024
Total AUM$601.3K
Discretionary$601.3K
Non-Disc.$0
Employees6
Clients1,179
DateMar 2023
Total AUM$601.3K
Discretionary$601.3K
Non-Disc.$0
Employees6
Clients1,179
DateJan 2023
Total AUM$93
Discretionary$93
Non-Disc.$0
Employees4
Clients4
DateOct 2022
Total AUM$93
Discretionary$93
Non-Disc.$0
Employees4
Clients4
DateSep 2022
Total AUM$93
Discretionary$93
Non-Disc.$0
Employees4
Clients4
DateApr 2022
Total AUM$93
Discretionary$93
Non-Disc.$0
Employees4
Clients4
DateMar 2022
Total AUM$93
Discretionary$93
Non-Disc.$0
Employees4
Clients4
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0