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STELAC ADVISORY SERVICES LLC
CRD 145103File 801-68823
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.29B
Top 25% of cohort (national)
Discretionary AUM
$4.18B
Non-discretionary $2.11B
Clients
101
690 accounts
Employees
21
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 12, 2008
- Principal office
- 654 MADISON AVENUE, SUITE 1101, NEW YORK, NY, 10065
- Phone
- 212-920-3890
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.29B
- Discretionary AUM
- $4.18B
- Non-discretionary AUM
- $2.11B
- Discretionary accounts
- 248
- Non-discretionary accounts
- 442
- Total accounts
- 690
- AUM per client
- $62.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 98 | $6.24B |
| Pooled investment vehicles | 3 | $41.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 22 | 21 | decreased by1 |
| Apr 1, 2026 | Clients | 90 | 101 | increased by11 |
| Apr 1, 2026 | AUM | $4,060,308,136 | $6,286,367,512 | increased by$2,226,059,376 |
| Apr 1, 2026 | Accounts | 369 | 690 | increased by321 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 22 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 105 | 90 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,647,278,299 | $4,060,308,136 | increased by$1,413,029,837 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 414 | 369 | decreased by45 |
| Apr 1, 2022 | Employees | 32 | 23 | decreased by9 |
| Apr 1, 2022 | Clients | 97 | 105 | increased by8 |
| Apr 1, 2022 | AUM | $3,172,521,977 | $2,647,278,299 | decreased by$525,243,678 |
| Apr 1, 2022 | Accounts | 538 | 414 | decreased by124 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STELAC ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STELAC ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.