# Stance Capital LLC

> Stance Capital LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 284267
- Filed as: STANCE CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284267
- AdvisorCensus page: https://advisorcensus.com/firm/stance-capital-llc-boston-ma-284267

## Quick answers

**How is Stance Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stance Capital LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Stance Capital LLC located?**
Stance Capital LLC's principal office is in Boston, MA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Stance Capital LLC registered with the SEC or a state?**
Stance Capital LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 284267.

**How much does Stance Capital LLC manage?**
Stance Capital LLC reports $354,203,768 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (75% discretionary).

**How have Stance Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Stance Capital LLC: Regulatory assets under management: $105,922,180 in the October 2021 data and $354,203,768 in the October 2026 data, up 234%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stance Capital LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (11); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Stance Capital LLC use?**
Stance Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and U.S. Bancorp Investments, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Stance Capital LLC report any disciplinary disclosures?**
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/284267

**Does Stance Capital LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Stance generally does not impose a minimum size for establishing a relationship."

**What changed in Stance Capital LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in DC, MD.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> Stance generally does not impose a minimum size for establishing a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- U.S. Bancorp Investments, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $354,203,768
- Discretionary: $265,122,710
- Non-discretionary: $89,081,058

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,227,309 |
| High net worth individuals | 14 | $15,609,344 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $230,328,972 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $96,957,310 |
| Charitable organizations | 2 | $2,266,015 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 6 | $6,813,689 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $1,129 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MA, MD, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- stancecap.com
- LinkedIn @STANCE-CAPITAL
- LinkedIn @bill-davis-90a7b91
- LinkedIn @vickibenjamin

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $105,922,180 | 2 | March 2, 2021 |
| October 2022 | $140,870,788 | 4 | May 9, 2022 |
| October 2023 | $140,326,546 | 3 | August 16, 2023 |
| October 2024 | $186,806,692 | 3 | May 31, 2024 |
| October 2025 | $228,442,112 | 3 | May 1, 2025 |
| October 2026 | $354,203,768 | 5 | April 9, 2026 |

Regulatory assets under management: $105,922,180 in the October 2021 data and $354,203,768 in the October 2026 data, up 234%.
Total employees: 2 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in DC, MD.

### April 2026
- Employees performing advisory functions went from 2 to 5.
- Regulatory assets under management went from $228,442,112 to $354,203,768 (+55%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stance Capital LLC (CRD 284267): Form ADV filing data as of October 2026.