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STANCE CAPITAL LLC

BOSTON, MA · CRD 284267 · IAPD ↗ · 617-875-1062

$354.2MRegulatory AUM
5Advisory reps
5Employees
11Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — STANCE CAPITAL LLC notice-filed in DC, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2026 — STANCE CAPITAL LLC reported RAUM up 55% ($228.4M -> $354.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2026 — STANCE CAPITAL LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
June 2024 — STANCE CAPITAL LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — STANCE CAPITAL LLC reported RAUM up 33% ($140.3M -> $186.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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