RIA Intel›Advisers›Massachusetts›STACKWELL CAPITAL ADVISERS, LLC

STACKWELL CAPITAL ADVISERS, LLC

Advisory

N·BOSTON, MA

Data as of Jan 21, 2026 · Source: SEC Form ADV

Total AUM
$2M
1-Year AUM Growth
+32.3%
3-Year CAGR
+500.0%
Employees
1
Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2,688
Team
Total Employees1
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingOct 25, 2021
Latest FilingJan 21, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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