SourcingSourcing

STACKWELL CAPITAL ADVISERS, LLC

C25
CRD 316298·SEC 801-122757·BOSTON, MA
AUM
$2.3M
<$25M
Est. Revenue
$23K
@ 1% on AUM
Est. EBITDA
$7K
@ 30% margin
Est. Deal Value
$55K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STACKWELL CAPITAL ADVISERS, LLC
CRD
316298
SEC file #
801-122757
EIN
—
DBA names
Stackwell

Economics

AUM
$2.3M
AUM band
<$25M
AUM trajectory
'23'26
$93 → $2.3M▲ +2484728%
Client mix
Individuals Other3,924

Operations

Employees (total)
17
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
Fixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/stackwellcap(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STACKWELL CAPITAL, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
STACKWELL CAPITAL, INC.
Rozier-Byrd, Trevor, Lamont
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Apex Clearing2
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
Rozier-Byrd, Trevor, Lamont
Executive Officer · 2.5%
7440344
LEE, JONATHAN, DAVID
Executive Officer · 2.5%
6824424