Stance Capital LLC
Stance Capital LLC is an SEC-registered ria in Boston, MA with $354.2M assets under management (AUM, regulatory AUM), +55% over one year. See who owns Stance Capital LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284267, SEC 801-120103, data through 2026-04-09.
- AUM (assets under management / regulatory AUM)
- $354.2M (2026-04-09)
- Firm type
- Ria
- Location
- Boston, MA
- Employees
- 5
- Clients
- 37
- CRD
- 284267
- Ownership
- DAVIS, WILLIAM, HOLLAND; 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS; KKB RESEARCH AND DEVELOPMENT CORP.; 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS; 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS
How much AUM does Stance Capital LLC have?
Stance Capital LLC reported $354.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-09).
Who owns Stance Capital LLC?
Disclosed owners and executives of Stance Capital LLC include DAVIS, WILLIAM, HOLLAND, 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO CHARLES B. P. DAVIS, KKB RESEARCH AND DEVELOPMENT CORP., 1993 CRUMMEY TRUST U/A 12/30/93 WILLIAM H DAVIS TRUSTEE FBO HOLLAND H. DAVIS, 1996 CRUMMEY TRUST U/A 03/01/96 WILLIAM H DAVIS TRUSTEE FBO OLIVIA C. DAVIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.