Stillwater Capital Advisors, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 589
- Avg AUM / client
- $2.3M
- Accounts
- 2,244
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 316 | $89.6M | 6.66% |
| High net worth individuals | 261 | $1.2B | 90.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.4M | 0.18% |
| Charitable organizations | 12 | $39.8M | 2.96% |
| Corporations and other businesses | Fewer than 5 clients | $169K | 0.01% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Andrew Swope | Managing Director | CFP | Jun 2009 (17y) | 75% or more |
| Christopher Corkhill Dautrich | Chief Compliance Officer | CFP | Nov 2009 (17y) | Less than 5% |
| Henry William Hudson | Registered representative | CFP | Oct 2018 (8y) | |
| Justin N Thompson | Registered representative | CFP | Jun 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- National Financial Services (Fidelity) $1.1B (80% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗