Stolper & Co., Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated January 30, 2026, reports $616M in regulatory assets under management, 2 employees, and 176 accounts.
Assets Under Management
$616M
Employees
2
Offices
--
Total Clients
65
Primary office
SAN DIEGO, CA
2305 HISTORIC DECATUR RD, SUITE 100, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.7% of total clients.
Top client categories% of clientsClients
1
HNWI
67.7%
44
2
Individuals
24.6%
16
3
Charitable
6.2%
4
4
Pension Plans
1.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$616Mas of January 30, 2026
Discretionary79.5%
$489M
79% of total RAUM79.5%
Non-discretionary20.5%
$126M
21% of total RAUM20.5%
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.
Latest AUM$616M
Total Accounts176
10Y AUM Change+$73M (+13.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee33:1
10Y Employee Change-2 (-50.0%)
* 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.