# STAVIS & COHEN PRIVATE WEALTH, LLC

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

## Registration

- CRD: 312366
- Type: SEC-registered investment adviser
- SEC file number: 801-120239
- Location: 1330 POST OAK BOULEVARD, SUITE 2190, HOUSTON, TX, 77056
- Phone: 713-275-7750
- Latest filing: 2023-03-01
- Regulatory AUM: $753.8M
- Discretionary AUM: $679.9M
- Non-discretionary AUM: $74.0M
- Clients: 23
- Accounts: 1,175

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [STAVIS DEBORAH MCCULLY](https://search.stillhousedata.com/person/732391) | CHIEF EXECUTIVE OFFICER/MANAGING MEMBER; LLC MANAGING MEMBER; LLC MEMBER/OWNER | — |
| [NAKAMURA LARRY TRISTON](https://search.stillhousedata.com/person/769712) | CHIEF COMPLIANCE OFFICER | — |
| [COHEN HARRY EDWARD](https://search.stillhousedata.com/person/771589) | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER; LLC MEMBER/OWNER | — |
| [MURPHY-BELGER DIANA DALE](https://search.stillhousedata.com/person/771590) | SVP OF INVESTMENT OPERATIONS | — |
| [HIRSCH DUANE MICHAEL](https://search.stillhousedata.com/person/810051) | LEAD ADVISOR | — |
| [LYONS ALLISON ANNE](https://search.stillhousedata.com/person/815684) | LEAD ADVISOR AND SVP OF ADVISORY SERVICE | — |
| [BOUILLION SHELLI PAKEBUSCH](https://search.stillhousedata.com/person/815685) | ADVISOR | — |
| [TOLUNAY KAYLA ALEXANDRA](https://search.stillhousedata.com/person/815686) | ADVISOR | — |
| [GU JUN](https://search.stillhousedata.com/person/815688) | PORTFOLIO MANAGER | — |
| [MCCULLY KYLE JAMES](https://search.stillhousedata.com/person/859572) | CHIEF BUSINESS DEVELOPMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312366/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312366/similar
- Related entities: https://search.stillhousedata.com/firm/312366/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312366

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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.