RIA Intel›Advisers›Oklahoma›STILLWATER FINANCIAL SERVICES, LLC

STILLWATER FINANCIAL SERVICES, LLC

Advisory

STILLWATER, OK

Data as of Mar 2, 2026 · Source: SEC Form ADV

Average account

$252K

across 135 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients42

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, OK

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

42 clients

5 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 OK

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

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MERIT ADVISORS, INC.

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COATES CARL VICTOR

$33M

WARD WEALTH MANAGEMENT SERVICES, INC.

$33M

ARCHON ADVISORY CORP

$32M

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