Investment adviser · CRD 316298
STACKWELL
Investment adviser filing (IA)
STACKWELL CAPITAL ADVISERS, LLC
BOSTON, MA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $2.31M Form ADV · Item 5.F
- Client accounts
- 3,924 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3,924 | $2,310,890 | 100.0% |
Filing source
Form ADV 2090195 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Fixed
Principal office
100 SUMMER STREET, SUITE 1600BOSTON, MA, 02110, United States
CRD 316298
Filing source
Form ADV 2090195 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.