{
  "crd_number": 316298,
  "slug": "stackwell-boston-ma-316298",
  "primary_business_name": "STACKWELL",
  "legal_name": "STACKWELL CAPITAL ADVISERS, LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-11-24",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 2310890.0,
  "raum_discretionary": 2310890.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 17,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2310890.0,
      "count": 3924
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/stackwellcap",
    "https://instagram.com/stackwellcap",
    "https://linkedin.com/company/stackwellcapital/about",
    "https://stackwellcapital.com",
    "https://tiktok.com/@stackwellcap",
    "https://twitter.com/stackwellcap?s=21"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316298",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/stackwell-boston-ma-316298",
  "display_name": "Stackwell",
  "summary": "Stackwell is an SEC-registered investment advisory firm in Boston, MA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Stackwell (CRD 316298): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Stackwell compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stackwell reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Stackwell located?",
      "a": "Stackwell's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Stackwell registered with the SEC or a state?",
      "a": "Stackwell is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316298."
    },
    {
      "q": "How much does Stackwell manage?",
      "a": "Stackwell reports $2,310,890 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Stackwell's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Stackwell: Regulatory assets under management: $93 in the October 2022 data and $2,310,890 in the October 2026 data, up 2484728%. Total employees: 4 in October 2022 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stackwell serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,924)."
    },
    {
      "q": "Which custodians does Stackwell use?",
      "a": "Stackwell's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stackwell report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316298"
    },
    {
      "q": "What changed in Stackwell's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $1,978,516 to $2,310,890 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 93.0,
      "total_employees": 4,
      "filing_date": "2022-09-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 601321.0,
      "total_employees": 6,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1495172.0,
      "total_employees": 6,
      "filing_date": "2024-04-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1978516.0,
      "total_employees": 6,
      "filing_date": "2025-04-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2310890.0,
      "total_employees": 17,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Regulatory assets under management went from $1,978,516 to $2,310,890 (+17%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in AL, AR, DE, IN, KS, MS, NV, OK, OR, WA, WI."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Apex Clearing Corporation",
      "name_as_filed": "APEX CLEARING CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/stackwell-boston-ma-316298.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3924,
      "fewer_than_5": false,
      "raum": 2310890.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316298",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}