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STILLWATER CAPITAL ADVISORS, LLC

DEVON, PA · CRD 149946 · IAPD ↗ · stillwateradv.com · 610-848-6760

$1.34BRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
October 2026 — STILLWATER CAPITAL ADVISORS, LLC (DEVON, PA) left the SEC roster (was $1.34B RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
July 2025 — STILLWATER CAPITAL ADVISORS, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — STILLWATER CAPITAL ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — STILLWATER CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($980.8M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
November 2024 — STILLWATER CAPITAL ADVISORS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.