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STANCE CAPITAL LLC
CRD 284267File 801-120103
APPROVED
Retail clients
Custody
Filing as of Apr 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$354.2M
Below cohort median (national)
Discretionary AUM
$265.1M
Non-discretionary $89.1M
Clients
45
102 accounts
Employees
5
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 6, 2021
- Principal office
- 131 DARTMOUTH STREET, 3RD FLOOR, BOSTON, MA, 02116
- Phone
- 617-875-1062
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $354.2M
- Discretionary AUM
- $265.1M
- Non-discretionary AUM
- $89.1M
- Discretionary accounts
- 91
- Non-discretionary accounts
- 11
- Total accounts
- 102
- AUM per client
- $7.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1K |
| Investment companies | 2 | $230.3M |
| Charitable organizations | Fewer than 5 | $2.3M |
| Other investment advisers | 6 | $6.8M |
| High net worth individuals | 14 | $15.6M |
| Pension and profit sharing plans | 9 | $97.0M |
| Individuals (other than high net worth individuals) | 11 | $2.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.