# Stantum, LLC

> Stantum, LLC is a state-registered investment advisory firm, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 170360
- Filed as: STANTUM, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170360
- AdvisorCensus page: https://advisorcensus.com/firm/stantum-llc-170360

## Quick answers

**How is Stantum, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stantum, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Stantum, LLC registered with the SEC or a state?**
Stantum, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170360.

**How much does Stantum, LLC manage?**
Stantum, LLC reports $29,583,616 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (6% discretionary).

**What types of clients does Stantum, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (6); corporations or other businesses not listed above (6).

**Does Stantum, 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/170360

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $29,583,616
- Discretionary: $1,775,965
- Non-discretionary: $27,807,651

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $613,097 |
| High net worth individuals | 10 | $26,628,843 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $276,599 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 6 | $2,065,077 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [stantum.com](https://stantum.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stantum, LLC (CRD 170360): Form ADV filing data as of October 2026.