Stillwater Wealth Management Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$190,419,516
Clients
244
Advisors
3
of 3 employees
About
Stillwater Wealth Management Group LLC provides ongoing portfolio management and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm generally bills on an asset‑based basis and maintains an account minimum of $1,000,000 (waivable at the firm’s discretion).
The firm documents client goals and risk tolerance in an Investment Policy Statement and may manage accounts on a discretionary basis, using a mix of fundamental, technical and charting analysis to construct tailored allocations. Strategies include traditional equities, investment‑grade fixed income, mutual funds and ETFs, as well as more specialized instruments such as options (including covered and uncovered positions), real estate funds, private placements and venture capital when appropriate.
Distinctive features include managing roughly $206 million with three advisors and a client roster of about 244 accounts, resulting in a relatively high AUM per advisor while also offering pension consulting services. The brochure discloses an insurance appointment with Penn Mutual (used on a limited basis), reliance on Schwab Institutional custody and access to institutional research, and the use of higher‑risk instruments (e.g., uncovered options and private placements) that may be less common among peers.
Client services
Expertise
Fee options
$0 - $999,999: 1.10% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000 - $10,000,000: 0.80% $10,000,000 - $15,000,000: 0.70% $15,000,000 - $20,000,000: 0.60% $20,000,000+: 0.50%
Account minimum: $1,000,000
Main office
790 Juno Ocean Walk Suite 202 C
Juno Beach FL 33408
Advisors at this office
3
Most active in
Florida · North Carolina · Texas
Also doing business as
Stillwater Wealth Management Group LLC · Stillwater Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John A
Series 63, Series 65
Juno Beach, FL
Stillwater Wealth Management Group LLC
John Ainlay IV is a financial advisor with Stillwater Wealth Management Group LLC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Financial Security Management, Inc. and JH Outback, where he also serves as a speaker and leader for faith-based events. Additionally, he is co-owner of Coastline Striping LLC, a parking lot striping service. Stillwater Wealth Management Group LLC provides portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages accounts using a mix of fundamental, technical, and charting analysis across various asset classes, including traditional and specialized investment instruments.
Richard B
Series 66
Juno Beach, FL
Stillwater Wealth Management Group LLC
Richard Blumenfeld is a financial advisor at Stillwater Wealth Management Group LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Blumenfeld has been with Stillwater Wealth Management Group since 2020. Stillwater Wealth Management Group provides investment advisory and pension consulting services to individuals, pension and profit-sharing plans, and business entities, focusing on tailored portfolio management through Investment Policy Statements. The firm employs a blended investment approach utilizing dividend-paying large-cap equities, fixed income, ETFs, REITs, annuities, and alternative holdings, with an emphasis on long-term total return and growth.
Tyler W
Series 66
Juno Beach, FL
Stillwater Wealth Management Group LLC
Tyler Wright is a financial advisor at Stillwater Wealth Management Group LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Palm Beach Atlantic University, SandPointe LLC, and operated Sailfish Alley Outfitters for four years. Stillwater Wealth Management Group LLC provides portfolio management and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $206 million across about 244 accounts, utilizing a mix of fundamental, technical, and charting analysis to create tailored investment allocations.
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