Stance Capital LLC

$354.2MAssets under management
as of Apr 2026 · SEC Form ADV
Boston, MA
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Tech stack

No one at Stance Capital LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Stance Capital LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. 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
Fidelity
Per Form ADV · $29M held · filed May 2024
LPL Financial
Per Form ADV · $20M held · filed May 2024