Stolper & Company
● SEC registered since 1976CRD 6911SEC# 801-11646San Diego, CA
Reg. AUM
$615.7M
Employees
2
Accounts
176
Location
San Diego, CA
About Stolper & Company
Stolper & Company helps high-net-worth and foundation clients craft durable investment solutions emphasizing clarity and simplicity. It implements plans in harmony with financial and temperamental requirements to create effective, serene outcomes.
Summary based on the firm’s website.
Stolper & Company assets under management
Stolper & Company is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 1976. It reports $615.7 million in regulatory assets under management and employs 2 people.
Stolper & Company owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Tyler Benjamin Rowe Control | President/Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Stolper & Company manage?
Stolper & Company reports $615.7 million in regulatory assets under management on its Form ADV.
How many employees does Stolper & Company have?
Stolper & Company reports 2 employees.
Where is Stolper & Company located?
Stolper & Company is based in San Diego, CA and has been SEC-registered since 1976.
Does Stolper & Company disclose fund performance?
Stolper & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2305 Historic Decatur Rd, Suite 100, San Diego, CA 92106 |
| Phone | 619-231-9102 |
| Office hours | 8:30a.m. - 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$615.7M▲ 5%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$615.7Mregulatory AUM
Discretionary $489.4MNon-discretionary $126.3M