# STAVIS & COHEN FINANCIAL, LLC

STAVIS & COHEN FINANCIAL, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 151299
- Type: SEC-registered investment adviser
- SEC file number: 801-70574
- Location: 1330 POST OAK BLVD., SUITE 2190, HOUSTON, TX, 77056
- Phone: 713-275-7750
- Latest filing: 2021-01-19
- Regulatory AUM: $627.2M
- Discretionary AUM: $528.8M
- Non-discretionary AUM: $98.4M
- Clients: 17
- Accounts: 992

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| STAVIS DEBORAH MCCULLY | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| ARMSTRONG DIANE ELIZABETH | DIRECTOR OF OPERATIONS | — |
| COHEN HARRY EDWARD | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | — |
| MURPHY-BELGER DIANA DALE | CHIEF COMPLIANCE OFFICER; DIRECTOR OF INVESTMENT OPERATIONS; SVP OF INVESTMENT OPERATIONS | — |
| HIRSCH DUANE MICHAEL | DIRECTOR OF CLIENT SERVICES; LEAD ADVISOR | — |
| MURPHY-BELGER DIANA | CHIEF COMPLIANCE OFFICER | — |
| LYONS ALLISON ANNE | ADVISOR; LEAD ADVISOR AND SVP OF ADVISORY SERVICE | — |
| BOUILLION SHELLI PAKEBUSCH | ADVISOR; PLANNING ASSOCIATE | — |
| TOLUNAY KAYLA ALEXANDRA | ADVISOR; ASSOCIATE ADVISOR; BUSINESS DEVELOPMENT MANAGER | — |
| BLANTON MALLORY BROOKE | CLIENT SERVICE ASSOCIATE | — |
| GU JUN | INVESTMENT ANALYST; PORTFOLIO MANAGER | — |
| VELEZ CARMEN EDNA | DIRECTOR OF OPERATIONS | — |
| KNIGHT KAYLA ALEXANDRA | PLANNING ASSOCIATE | — |
| SAPIO COURTNEY MARIE | INVESTMENT SPECIALIST | — |
| BERRYMAN MALLORY BROOKE | FRONT OFFICE COORDINATOR | — |
| URBANO KRISTIN ELIZABETH | DIRECTOR OF OPERATIONS | — |
| MCCULLY KYLE JAMES | CHIEF BUSINESS DEVELOPMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151299/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151299/similar
- Related entities: https://search.stillhousedata.com/firm/151299/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151299

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.