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STOCKPILE INVESTMENT ADVISORS, INC.

SAN FRANCISCO, CA · CRD 332799 · IAPD ↗ · stockpile.com · (877) 374-2584

$562,222Regulatory AUM
2Advisory reps
15Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2026 — STOCKPILE INVESTMENT ADVISORS, INC. (SAN FRANCISCO, CA) left the SEC roster (was $562,222 RAUM, 2 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
50
June 2025 — STOCKPILE INVESTMENT ADVISORS, INC. notice-filed in AZ, CO, FL, GA, IL, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2025 — STOCKPILE INVESTMENT ADVISORS, INC. (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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