RIA Intel›Advisers›Alabama›STM ASSET MANAGEMENT LLC

STM ASSET MANAGEMENT LLC

Advisory

AL

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in AL

#139

of 158 advisers by AUM

Average account

$110K

across 508 accounts

AUM per adviser

$19M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$56M

Discretionary AUM$46M

Non-Discretionary AUM$10M

Discretionary %82.2%

Total Clients504

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, FL, LA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

504 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in AL

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

SNOW INVESTMENT SERVICES CO INC

$56M

FIRST VARIABLE ADVISORY SERVICES CORP

$56M

ONEASCENT CAPITAL LLC

$56M

GREEN FINANCIAL MANAGEMENT, LLC

$55M

DIVERSIFIED GLOBAL INVESTMENT STRATEGIES, LLC

$55M

THE MCCUTCHEN COMPANY, INC.

$57M

Get the full picture on STM ASSET MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track STM ASSET MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans