STOCK MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $141.8M |
| Discretionary | $141.8M100% of AUM |
| Client Accounts | 446 |
| Avg Account Size | $318K |
| Employees | 2 |
| Peak AUM | $141.8MMar 2026 |
| AUM CAGR | +8.4% /yrover 19 yrs · 18 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $142M | +10.8% | +12.0% | — | |
| Discretionary AUM | $142M | ||||
Key Metrics
| Total AUM | $141.8M |
| Discretionary | $141.8M |
| Employees | 2 |
| Client Accounts | 446 |
| Client Range | 0 |
Contact & Location
Phone
253-535-5530
Filing History
18 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$142M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Mar 2024
•Investment adviser bar/suspension
Structure
No related registrations reported