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Stifel Independent Advisors, LLC

● SEC registered since 1993CRD 28218SEC# 801-43561St. Louis, MO
Export (members)
Reg. AUM
$4.38B
Employees
206
Accounts
11,648
Location
St. Louis, MO

Stifel Independent Advisors, LLC assets under management

Stifel Independent Advisors, LLC operates as an SEC-registered investment adviser based in St. Louis, MO. The firm has been registered since 1993. It reports $4.4 billion in regulatory assets under management and employs 206 people.
www.columbiacrestfa.comView on SEC.gov ↗

Stifel Independent Advisors, LLC owners & executives

10 reported
NameTitleOwnershipSince
Adam Scott MelingerRosfpUnder 5%2019
Allen Cor Brautigam ControlPresident And CeoUnder 5%2024
Charles Edward DodsonCco-Advisory ServicesUnder 5%2022
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Frequently asked questions

How much does Stifel Independent Advisors, LLC manage?

Stifel Independent Advisors, LLC reports $4.4 billion in regulatory assets under management on its Form ADV.

How many employees does Stifel Independent Advisors, LLC have?

Stifel Independent Advisors, LLC reports 206 employees.

Where is Stifel Independent Advisors, LLC located?

Stifel Independent Advisors, LLC is based in St. Louis, MO and has been SEC-registered since 1993.

Does Stifel Independent Advisors, LLC disclose fund performance?

Stifel Independent Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address501 N Broadway, St. Louis, MO 63102
Phone314-342-4051
Fax314-342-2004
Office hours8:00a.m.-4:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK872275
Discloses disciplinary historyYes

Assets under management

Discretionary$2.73B
Non-discretionary$1.65B
Total (RAUM)$4.38B