A complete list of active advisors currently associated with Stillwater Capital Advisors, LLC

Warmer can help you find a great advisor at Stillwater Capital Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Stillwater Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.