Stillwater Capital Advisors, LLC logo

Stillwater Capital Advisors, LLC

Updated today

Client assets under management

$1,301,957,207

Clients

577

45% high-net-worth

Advisors

4

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

144

Very High

Average account size

$2,256,425

About

Stillwater Capital Advisors serves a mix of individual and high‑net‑worth clients as well as pension and endowment plans, charitable organizations, and corporate accounts. The firm provides discretionary portfolio management, non‑discretionary investment advice, financial planning, and pension/endowment services including the preparation of investment policy statements and 529 account oversight.

Investment recommendations are tailored through client interviews that establish objectives, time horizon, risk tolerance and liquidity needs, and portfolios are implemented using individual equities, bonds, mutual funds and ETFs. The firm combines fundamental and cyclical analysis with strategic asset allocation and a preference for long‑term holdings, and it offers both discretionary trading authority and the option for clients to impose reasonable investment restrictions.

With roughly $1.34 billion in assets under management across a four‑advisor team, Stillwater has a relatively high AUM per advisor and concentrates the bulk of its assets in its discretionary portfolio management program. The firm also operates with institutional platform relationships for custody and trade execution, uses block trading and centralized proxy voting processes, and provides formal IPS and monitoring services for plans and endowments, features that distinguish it from many similarly sized team advisors.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: Negotiable

Main office location

Stillwater Capital Advisors, LLC

80 W. Lancaster Ave. Suite 230

Devon PA 19333, United States

Number of offices

1

Most active in

California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Justin T

Series 65

Devon, PA

Stillwater Capital Advisors, LLC

Justin Thompson is a financial advisor at Stillwater Capital Advisors, LLC with two years of industry experience. He previously worked at Veritable, LP for ten years before joining Stillwater in 2023. Outside of his advisory role, Thompson serves as Finance Chair and board member of the Willistown Conservation Trust and is Treasurer and a board member of Radnor Hunt, a social club. Stillwater Capital Advisors serves individual and high-net-worth clients as well as pension and endowment plans, charitable organizations, and corporate accounts. The firm offers discretionary portfolio management and investment advice tailored through client interviews, combining fundamental and cyclical analysis with strategic asset allocation and a preference for long-term holdings.

Wealth management
user avatar

Christopher D

CFP®, Series 66

Devon, PA

Stillwater Capital Advisors, LLC

Christopher Dautrich is a CFP® and holds a Series 66 license, with 19 years of industry experience. He is currently a financial advisor at Stillwater Capital Advisors, LLC and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Stillwater Capital Advisors serves individual and high-net-worth clients as well as pension and endowment plans, charitable organizations, and corporate accounts. The firm offers discretionary portfolio management, non-discretionary advice, and financial planning, blending fundamental and cyclical analysis with strategic asset allocation and a focus on long-term holdings.

Wealth management
user avatar

Henry H

CFP®, Series 66

Devon, PA

Stillwater Capital Advisors, LLC

Henry Hudson V is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently works at Stillwater Capital Advisors, LLC, where he has been since 2013 after joining from UBS Financial Services. Stillwater Capital Advisors serves individual and high-net-worth clients, pension and endowment plans, charitable organizations, and corporate accounts. The firm offers discretionary portfolio management, financial planning, and pension/endowment services, employing a strategy that combines fundamental and cyclical analysis with strategic asset allocation and a preference for long-term holdings.

Wealth management
user avatar

Douglas S

Series 63, Series 65

Devon, PA

Stillwater Capital Advisors, LLC

Douglas Swope is a financial advisor at Stillwater Capital Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stillwater since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1996. Stillwater Capital Advisors serves individual and high-net-worth clients, pension and endowment plans, charitable organizations, and corporate accounts. The firm provides discretionary portfolio management, financial planning, and investment advice using a combination of fundamental and cyclical analysis alongside strategic asset allocation.

Wealth management
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