Stance Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated April 9, 2026, reports $354M in regulatory assets under management, 5 employees, 1 office, and 102 accounts.
Assets Under Management
$354M
Employees
5
Offices
1 office
Total Clients
45
Primary office
BOSTON, MA
131 DARTMOUTH STREET, 3RD FLOOR, BOSTON, MA, United States
Top client segmentHNWI represent 31.1% of total clients.
Top client categories% of clientsClients
1
HNWI
31.1%
14
2
Individuals
24.4%
11
3
Pension Plans
20.0%
9
4
Other Advisers
13.3%
6
5
Investment Cos.
4.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$354Mas of April 9, 2026
Discretionary74.9%
$265M
75% of total RAUM74.9%
Non-discretionary25.1%
$89M
25% of total RAUM25.1%
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$354M
Total Accounts102
10Y AUM Change+$254M (+254.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee9:1
10Y Employee Change+3 (+150.0%)
* 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.