A complete list of active advisors currently associated with Stillwater Capital Management

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

Stillwater Capital Management advises individuals—including high‑net‑worth clients—and a mix of fiduciary and institutional clients such as retirement plans, trusts, and business entities. The firm provides discretionary asset management, comprehensive portfolio management, retirement plan consulting, and standalone financial planning. Its investment process integrates fundamental, quantitative and technical methods along with sector and cyclical analysis and duration management for fixed‑income exposure. Portfolios are monitored and rebalanced regularly and may employ options and margin strategies where appropriate, with allocations tailored to each client’s objectives and risk tolerance. Distinctive features include a recent transition to SEC registration and an explicit retirement plan consulting practice that acknowledges ERISA fiduciary roles, a service set less common among similarly sized firms. The firm’s owners also conduct insurance sales and the adviser receives practice‑support services from its custodian relationship; both arrangements are disclosed and governed by the firm’s policies to address potential conflicts.

To learn more about the advisors currently working at Stillwater Capital Management, 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.

Name	Location	Years of experience
Dawn Correia	Carmel-By-The-Sea, CA	2
Diego Reyes	Carmel-By-The-Sea, CA	8
Kyle Sabdo	Carmel-By-The-Sea, CA	11

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