Tech stack
No one at Stamos Capital Partners, L.p. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Merrill
Per Form ADV · $999M held · filed Mar 2024