# Stillwater Investing

> Stillwater Investing is a state-registered investment advisory firm in Veazie, ME, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 307511
- Filed as: STILLWATER INVESTING
- Legal name: Stillwater Investing Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Veazie, ME
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307511
- AdvisorCensus page: https://advisorcensus.com/firm/stillwater-investing-veazie-me-307511

## Quick answers

**How is Stillwater Investing compensated?**
On its Form ADV (Item 5.E, October 2026), Stillwater Investing reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Stillwater Investing located?**
Stillwater Investing's principal office is in Veazie, ME, according to its Form ADV.

**Is Stillwater Investing registered with the SEC or a state?**
Stillwater Investing is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307511.

**How much does Stillwater Investing manage?**
Stillwater Investing reports $1,812,285 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).

**What types of clients does Stillwater Investing serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (2).

**Does Stillwater Investing 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/307511

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,812,285
- Discretionary: $1,812,285
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $1,270,522 |
| High net worth individuals | 2 | $541,763 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | $0 |
| 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) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ME
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stillwaterinvesting.com
- Facebook @StillwaterInvesting
- LinkedIn @79643336
- X @dalehartt
- X @sw_investing
- YouTube @UC1rlf6fJ4zP3TcTtfviQUnQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stillwater Investing (CRD 307511): Form ADV filing data as of October 2026.