Stance Capital LLC

Stance Capital LLC (CRD# 284267) is a financial advisory firm headquartered in Boston, MA. They manage $186,806,692 in 111 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
131 Dartmouth Street, 3rd Floor, Boston, MA 02116
https://www.linkedin.com/company/stance-capital/
By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $1,682,943
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NY, TX

Financial Advisors at Stance Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
William Davis, financial advisor Boston MA
William H. Davis
CRD#: 5858250
131 Dartmouth Street, 3rd Floor, Boston, MA 02116

William Davis (CRD# 5858250) is an Investment Advisor Representative working at Stance Capital LLC in Boston, MA and has over 11 years of experience in the finance industry.

2
Kyle Balkissoon, financial advisor Boston MA
Kyle K. Balkissoon
CRD#: 6841215
131 Dartmouth Street, 3rd Floor, Boston, MA 02116

Kyle Balkissoon (CRD# 6841215) is an Investment Advisor Representative working at Stance Capital LLC in Boston, MA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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