Stance Capital Llc
- Regulatory AUM
- $354M
- Discretionary
- $265M
- Clients
- 45
- Avg AUM / client
- $7.9M
- Accounts
- 102
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Apr 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $2.2M | 0.63% |
| High net worth individuals | 14 | $15.6M | 4.41% |
| Investment companies | 2 | $230M | 65.0% |
| Pension and profit sharing plans | 9 | $97.0M | 27.4% |
| Charitable organizations | 2 | $2.3M | 0.64% |
| Other investment advisers | 6 | $6.8M | 1.92% |
| Corporations and other businesses | 1 | $1.1K | 0.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Scarab Funds, Llc | Hedge Fund | Delaware | $1.4M | 0 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Divert, Inc. 401(k) Plan Divert, Inc. | 2024 | |
| Jones Street Residential, Inc. 401(k) Plan Jones Street Residential, Inc. | 2024 | |
| Insight Service Group Inc 401(k) Plan Insight Service Group Inc | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Holland Davis | Managing Member | Dec 1993 (33y) | 75% or more | |
| Kyle Kadar Balkissoon | Managing Partner | Jun 2020 (6y) | 10% – 25% | |
| Aronson, Jason, Alec | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% | |
| Andrew Kurt Niebler | Registered representative | May 2026 (0y) | ||
| Vicki Lynn Benjamin | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 1993 Crummey Trust U/A 12/30/93 William H Davis Trustee Fbo Holland H. Davis | Member | Dec 1993 | A | 5% – 10% |
| 1996 Crummey Trust U/A 03/01/96 William H Davis Trustee Fbo Olivia C. Davis | Member | Mar 1996 | A | 5% – 10% |
| 1993 Crummey Trust U/A 12/30/93 William H Davis Trustee Fbo Charles B. P. Davis | Member | Dec 1993 | A | 5% – 10% |
| 1993 Crummey Trust U/A 12/20/93 William H Davis Trustee Fbo Benjamin T. Davis | Member | Dec 1993 | A | 5% – 10% |
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.
Private funds (1, $1.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Scarab Funds, Llc | Hedge Fund | $1.4M | $100K | 0 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Divert, Inc. 401(k) Plan | Divert, Inc. | 358 | $10.7M | 01/01/2024 |
| Jones Street Residential, Inc. 401(k) Plan | Jones Street Residential, Inc. | 166 | $5.0M | 01/01/2024 |
| Insight Service Group Inc 401(k) Plan | Insight Service Group Inc | 1,239 | $14.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/09/2026 | 966 KB | 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
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- U.S. Bancorp Investments, Inc. $230M (65% of AUM) Apr 2026
- U.S. Bancorp Advisors, Llc $59.5M (32% of AUM) Mar 2024
- Charles Schwab & Co. $49.3M (14% of AUM) Apr 2026
- Fidelity Brokerage Services $28.7M (15% of AUM) May 2024
- LPL Financial $20.4M (11% of AUM) May 2024
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: Apr 09, 2026.
View current Form ADV (SEC/IAPD) ↗