RIA Intel›Advisers›Michigan›STALT FINANCIAL, LLC

STALT FINANCIAL, LLC

Advisory

TROY, MI

Data as of Aug 28, 2026 · Source: SEC Form ADV

Average account

$180K

across 117 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients83

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

83 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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HEAL FINANCIAL LLC

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DELLER WEALTH MANAGEMENT LLC

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KEY CONCERNS INC

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