STILLWATER CAPITAL ADVISORS, LLC
SEC RegisteredAbout the firm
CAPTRUST's Devon office provides investment and wealth management services to individuals, small businesses, and endowments and foundations. With a focus on responsive service and long-term client relationships, the Devon team delivers tailored guidance, including investment advice, financial planning, and portfolio management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth planning and portfolio management, family governance and philanthropic strategies, investment advice, financial planning, 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, committee education, donor development, and performance reporting.
Who they serve
High-net-worth individuals, business owners, families, fiduciaries of corporate retirement plans, endowments and foundations of nonprofits, and small businesses.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 316 | $90M |
| High Net Worth Individuals | 261 | $1.2B |
| State/Municipal Entities | 12 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.85% |
| Next $2,000,000 | 0.75% |
| Next $5,000,000 | 0.65% |
| Over $10,000,000 | — |
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STILLWATER CAPITAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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