# Stash

> Stash is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 226550
- Filed as: STASH
- Legal name: Stash Investments LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/226550
- AdvisorCensus page: https://advisorcensus.com/firm/stash-new-york-ny-226550

## Quick answers

**How is Stash compensated?**
On its Form ADV (Item 5.E, October 2026), Stash reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is Stash located?**
Stash's principal office is in New York, NY, according to its Form ADV.

**Is Stash registered with the SEC or a state?**
Stash is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 226550.

**How much does Stash manage?**
Stash reports $4,920,730,416 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (5% discretionary).

**How have Stash's assets and staff changed since 2021?**
In the Form ADV data for Stash: Regulatory assets under management: $2,741,417,468 in the October 2021 data and $4,920,730,416 in the October 2026 data, up 79%. Total employees: 287 in October 2021 and 124 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stash serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,138,270).

**Which custodians does Stash use?**
Stash'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.

**Does Stash 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/226550

**What changed in Stash's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation

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: $4,920,730,416
- Discretionary: $251,006,899
- Non-discretionary: $4,669,723,517

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,138,270 | $4,920,730,416 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2015 (11 years)
- Employees: 124 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- giphy.com/STASHAPP
- reddit.com/USER/STASHOFFICIAL
- stash.app
- stash.com
- stashinvest.com
- stsh.app
- Facebook @STASHINVESTAPP
- Instagram @STASH.FINANCIAL
- LinkedIn @STASHFINANCIAL
- Pinterest @STASHAPP
- TikTok @STASH
- X @STASH
- YouTube @STASH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,741,417,468 | 287 | May 28, 2021 |
| October 2022 | $3,306,052,866 | 413 | September 16, 2022 |
| October 2023 | $2,610,411,753 | 420 | August 1, 2023 |
| October 2024 | $3,343,843,237 | 240 | March 28, 2024 |
| October 2025 | $4,165,105,229 | 120 | May 19, 2025 |
| October 2026 | $4,920,730,416 | 124 | September 9, 2026 |

Regulatory assets under management: $2,741,417,468 in the October 2021 data and $4,920,730,416 in the October 2026 data, up 79%.
Total employees: 287 in October 2021 and 124 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $4,165,105,229 to $4,920,730,416 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stash (CRD 226550): Form ADV filing data as of October 2026.