# Stag Rock LLC

> Stag Rock LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 300202
- Filed as: STAG ROCK LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300202
- AdvisorCensus page: https://advisorcensus.com/firm/stag-rock-llc-300202

## Quick answers

**How is Stag Rock LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stag Rock LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Stag Rock LLC registered with the SEC or a state?**
Stag Rock LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300202.

**How much does Stag Rock LLC manage?**
Stag Rock LLC reports $14,223,737 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary).

**What types of clients does Stag Rock LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (6).

**Does Stag Rock LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300202

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $14,223,737
- Discretionary: $14,223,737
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $6,694,462 |
| High net worth individuals | 6 | $7,529,275 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [stagrockllc.com](https://stagrockllc.com)
- LinkedIn @stagrock

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stag Rock LLC (CRD 300202): Form ADV filing data as of October 2026.