Stembrook Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Red Bank, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $148M in regulatory assets under management, 2 employees, 3 offices, and 153 accounts.
Assets Under Management
$148M
Employees
2
Offices
3 offices
Total Clients
37
Primary office
RED BANK, NJ
212 MAPLE AVENUE, SUITE 201, RED BANK, NJ, United States
Top client segmentHNWI represent 73.0% of total clients.
Top client categories% of clientsClients
1
HNWI
73.0%
27
2
Individuals
24.3%
9
3
Corporations
2.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of March 31, 2026
Discretionary100.0%
$148M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$148M
Total Accounts153
10Y AUM Change+$18M (+14.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.