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Stock Management LLC

● SEC registered since 2025CRD 113902SEC# 801-130015
Export (members)
Reg. AUM
$128M
Employees
2
Accounts
419
Location

Stock Management LLC assets under management

Stock Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $128 million in regulatory assets under management and employs 2 people.

Stock Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Benny Joe Heeb ControlPresident Vice Chief Compliance Officer, Owner, Managing Member50-75%1984
Susan Michelle Williams ControlVice President, Co-Owner, Managing Member25-50%2002

Frequently asked questions

How much does Stock Management LLC manage?

Stock Management LLC reports $128 million in regulatory assets under management on its Form ADV.

How many employees does Stock Management LLC have?

Stock Management LLC reports 2 employees.

Does Stock Management LLC disclose fund performance?

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

Contact & registration

Phone253-535-5530
Fax360-925-3314
Office hours9:30 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$128M
Non-discretionary$0
Total (RAUM)$128M