Firm profile

STILLWATER CAPITAL ADVISORS, LLC

DEVON, PACRD 149946Latest ADV February 23, 2026

Stillwater Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Devon, PA. Its latest Form ADV filing, dated February 23, 2026, reports $1.3B in regulatory assets under management, 6 employees, and 2,244 accounts.

Assets Under Management
$1.3B
Employees
6
Offices
--
Total Clients
589
Primary office
DEVON, PA
80 W. LANCASTER AVE. SUITE 230, DEVON, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOChristopher C. Dautrich

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 53.7% of total clients.
Top client categories% of clientsClients
1
Individuals
53.7%
316
2
HNWI
44.3%
261
3
Charitable
2.0%
12
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of February 23, 2026
Discretionary95.3%
$1.3B
95% of total RAUM95.3%
Non-discretionary4.7%
$64M
5% of total RAUM4.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.3B
Total Accounts2,244
10Y AUM Change+$600M (+80.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee98:1
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.