# STACKWELL CAPITAL ADVISERS, LLC

STACKWELL CAPITAL ADVISERS, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 316298
- Type: SEC-registered investment adviser
- SEC file number: 801-122757
- Location: 100 SUMMER STREET, SUITE 1600, BOSTON, MA, 02110
- Phone: (617) 455-4741
- Latest filing: 2026-03-31
- Regulatory AUM: $2.3M
- Discretionary AUM: $2.3M
- Clients: 17
- Accounts: 3,924

## Business model

- Compensation: Fixed
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [Jonathan David Lee](https://search.stillhousedata.com/person/662978) | CHIEF COMPLIANCE OFFICER | — |
| [Trevor Lamont Rozier-Byrd](https://search.stillhousedata.com/person/666626) | CHIEF EXECUTIVE OFFICER; SHAREHOLDER/CHIEF EXECUTIVE OFFICER | — |
| [LEE DAVID](https://search.stillhousedata.com/person/820680) | CHIEF COMPLIANCE OFFICER | — |
| [Rozier-Byrd Trevor Lamont](https://search.stillhousedata.com/person/868235) | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER OF  STACKWELL CAPITAL, INC. AND STACKWELL CAPITAL ADVISERS, LLC; SHAREHOLDER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316298/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316298/similar
- Related entities: https://search.stillhousedata.com/firm/316298/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316298

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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.