# Stillwater Wealth Management Group LLC

> Stillwater Wealth Management Group LLC is an SEC-registered investment advisory firm in Juno Beach, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 309796
- Filed as: STILLWATER WEALTH MANAGEMENT GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Juno Beach, FL
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309796
- AdvisorCensus page: https://advisorcensus.com/firm/stillwater-wealth-management-group-llc-juno-beach-fl-309796

## Quick answers

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

**Where is Stillwater Wealth Management Group LLC located?**
Stillwater Wealth Management Group LLC's principal office is in Juno Beach, FL, according to its Form ADV.

**Is Stillwater Wealth Management Group LLC registered with the SEC or a state?**
Stillwater Wealth Management Group LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 309796.

**How much does Stillwater Wealth Management Group LLC manage?**
Stillwater Wealth Management Group LLC reports $206,582,835 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (99% discretionary).

**How have Stillwater Wealth Management Group LLC's assets and staff changed since 2023?**
In the Form ADV data for Stillwater Wealth Management Group LLC: Regulatory assets under management: $107,507,897 in the October 2023 data and $206,582,835 in the October 2026 data, up 92%. Total employees: 2 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stillwater Wealth Management Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (148); high net worth individuals (96); corporations or other businesses not listed above (13).

**Which custodians does Stillwater Wealth Management Group LLC use?**
Stillwater Wealth Management Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Stillwater Wealth Management Group 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/309796

**Does Stillwater Wealth Management Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 10, 2026 says: "There is an account minimum of $1,000,000, which may be waived by SWMG LLC in its discretion."

**What changed in Stillwater Wealth Management Group LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $162,893,550 to $206,582,835 (+27%).

## 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 June 10, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $1,000,000, which may be waived by SWMG LLC in its discretion.

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.

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: $206,582,835
- Discretionary: $204,919,516
- Non-discretionary: $1,663,319

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 148 | $31,220,380 |
| High net worth individuals | 96 | $159,199,136 |
| Banking or thrift institutions | 0 | $0 |
| 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 | $1,663,319 |
| Charitable organizations | Fewer than 5 | $3,690,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 13 | $10,810,000 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stillwaterwealthmgt.com
- LinkedIn @stillwater-wealth-management-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $107,507,897 | 2 | July 27, 2023 |
| October 2024 | $139,394,553 | 2 | February 12, 2024 |
| October 2025 | $162,893,550 | 2 | March 25, 2025 |
| October 2026 | $206,582,835 | 3 | June 10, 2026 |

Regulatory assets under management: $107,507,897 in the October 2023 data and $206,582,835 in the October 2026 data, up 92%.
Total employees: 2 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $162,893,550 to $206,582,835 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stillwater Wealth Management Group LLC (CRD 309796): Form ADV filing data as of October 2026.