Stock Management LLC
Stock Management LLC is an SEC-registered mass-market adviser with $141.8M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Stock Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113902, SEC 801-130015, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $141.8M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 446
- CRD
- 113902
- Ownership
- HEEB, BENNY, JOE; HEEB, CAROL, RENEE; HEEB, BEN; HEEB, CAROL, R; WILLIAMS, SUSAN, M
How much AUM does Stock Management LLC have?
Stock Management LLC reported $141.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Stock Management LLC?
Disclosed owners and executives of Stock Management LLC include HEEB, BENNY, JOE, HEEB, CAROL, RENEE, HEEB, BEN, HEEB, CAROL, R, WILLIAMS, SUSAN, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.