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STELLUS CAPITAL MANAGEMENT, LLC

CRD 160115File 801-73036
APPROVED
Custody
Filing as of Jul 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.51B
Top 25% of cohort (national)
Discretionary AUM
$3.51B
Clients
20
20 accounts
Employees
36
Top 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Jan 17, 2012
Principal office
4400 POST OAK PARKWAY, SUITE 2200, HOUSTON, TX, 77027
Phone
713-292-5400

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.51B
Discretionary AUM
$3.51B
Non-discretionary AUM
$0
Discretionary accounts
20
Non-discretionary accounts
0
Total accounts
20
AUM per client
$175.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles19$2.47B
Business development companies1$1.04B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.