STOLPER & CO., INC.

Legal name: STOLPER & COMPANY

CRD 6911File 801-11646

APPROVED

Retail clients

Filing as of Jan 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$615.7M

Above cohort median (national)

Discretionary AUM

$489.4M

Non-discretionary $126.3M

Clients

176 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: May 27, 1976
Principal office: 2305 HISTORIC DECATUR RD, SUITE 100, SAN DIEGO, CA, 92106
Phone: 619-231-9102
Website: HTTP://STOLPERCO.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $615.7M
Discretionary AUM: $489.4M
Non-discretionary AUM: $126.3M
Discretionary accounts: 169
Non-discretionary accounts: 7
Total accounts: 176
AUM per client: $9.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$193.1M
High net worth individuals	44	$413.6M
Pension and profit sharing plans	Fewer than 5	$959K
Individuals (other than high net worth individuals)	16	$8.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.