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Firm profile

Stillwater Capital Management

CARMEL-BY-THE-SEA, CACRD 313075Registration Status: ApprovedEffective since July 17, 2026Latest ADV July 21, 2026

Stillwater Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Carmel-By-The-Sea, CA. Its latest Form ADV filing, dated July 21, 2026, reports $102M in regulatory assets under management, 3 employees, 1 office, and 126 accounts.

Assets Under Management
$102M
Employees
3
Offices
1 office
Total Clients
126
Primary office
CARMEL-BY-THE-SEA, CA
NW CORNER OF 8TH AVE AND SAN CARLOS ST #2, CARMEL-BY-THE-SEA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODiego M. Reyes
CEOKyle R. Sabdo
CCODiego M. Reyes

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 Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 61.1% of total clients.
Top client categories% of clientsClients
1
Individuals
61.1%
77
2
HNWI
31.0%
39
3
Pension Plans
6.3%
8
4
Charitable
1.6%
2
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$102Mas of July 21, 2026
Discretionary100.0%
$102M
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.

Total AUM$102M
Total Accounts126
10Y AUM Change+$102M

Employee Growth by Quarter

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

Total Employees3
Clients per Employee42:1
10Y Employee Change+2 (+200.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.