STILLWATER CAPITAL ADVISORS, LLC

HTTP://WWW.STILLWATERADV.COM DEVON, PA Investment Advisor How do I update this listing?

Stillwater Capital Advisors is based out of Devon. Stillwater Capital Advisors is a large advisory firm with 529 clients and discretionary assets under management (AUM) of $713,295,965 (Form ADV from 2018-05-01). Their last reported 13F filing for Q3 2019 included $394,230,000 in managed 13F securities and a top 10 holdings concentration of 41.59%. Stillwater Capital Advisors's largest holding is Microsoft Corp. with shares held of 153,742. Stillwater Capital Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 41 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $394.23 Million
  • Prior Market Value $404.519 Million
  • New Purchases3 stocks
  • Additional Purchases28 stocks
  • Sold out of5 stocks
  • Reduced holdings in28 stocks
  • Top 10 Holdings % 41.59 %
  • Turnover % [1]:11.94%
  • Turnover Alt % [2]: 8.41 %
  • Time Held Top20:13.40 quarters
  • Time Held Top10:9.60 quarters
  • Time Held All:17.76 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.63%
Performance Last 4 Quarters: -2.52%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR/A (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

STILLWATER CAPITAL ADVISORS, LLC
80 W. LANCASTER AVE. SUITE 230
DEVON PA    19333
Country: United States

Business Phone: 610-848-6760
Fax: 610-848-6762
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 439,092,000
Total Number of Clients: 529
Amount of client funds and securities by related persons: 2,114,590
Total Number of clients from related persons: 8
Disclosures:
Data above was derived from SEC filings.

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STILLWATER CAPITAL ADVISORS, LLC

ownership team - last updated 2019-04-29
Name Title Start Date Direct/Indirect % Ownership
SWOPE, DOUGLAS, ANDREW MANAGING DIRECTOR 06/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
STILLWATER CAPITAL ADVISORS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2009-04-01
STILLWATER CAPITAL ADVISORS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2009-06-01
SWOPE, JOHN, HENRY MEMBER 06/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STILLWATER CAPITAL ADVISORS, LLC MEMBER direct 2009-06-01
DAUTRICH, CHRISTOPHER, CORKHILL CHIEF COMPLIANCE OFFICER 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
STILLWATER CAPITAL ADVISORS, LLC MEMBER direct 2009-06-01

STILLWATER CAPITAL ADVISORS, LLC

ownership team - last updated 2019-03-19
Name Title Start Date Direct/Indirect % Ownership
SWOPE, DOUGLAS, ANDREW MANAGING DIRECTOR 06/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
STILLWATER CAPITAL ADVISORS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2009-04-01
STILLWATER CAPITAL ADVISORS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2009-06-01
SWOPE, JOHN, HENRY MEMBER 06/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STILLWATER CAPITAL ADVISORS, LLC MEMBER direct 2009-06-01
DAUTRICH, CHRISTOPHER, CORKHILL CHIEF COMPLIANCE OFFICER 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
STILLWATER CAPITAL ADVISORS, LLC MEMBER direct 2009-06-01

STILLWATER CAPITAL ADVISORS, LLC

ownership team - last updated 2017-03-09
Name Title Start Date Direct/Indirect % Ownership
SWOPE, DOUGLAS, ANDREW MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 06/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
STILLWATER CAPITAL ADVISORS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2009-04-01
STILLWATER CAPITAL ADVISORS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2009-06-01
SWOPE, JOHN, HENRY MEMBER 06/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STILLWATER CAPITAL ADVISORS, LLC MEMBER direct 2009-06-01

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