The Stolper Company L.L.C.
- Regulatory AUM
- $356M
- Discretionary
- $356M
- Clients
- 175
- Avg AUM / client
- $2.0M
- Accounts
- 356
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 137 | $95.4M | 26.8% |
| High net worth individuals | 29 | $171M | 48.0% |
| Pension and profit sharing plans | 2 | $10.1M | 2.84% |
| Corporations and other businesses | 7 | $79.8M | 22.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jon David Stolper | President, Chief Compliance Officer | Feb 1998 (29y) | 50% – 75% | |
| Stolper, Angela, Cochran | Member | Feb 1998 (29y) | 50% – 75% | |
| Susan Mary Mcdonald | Registered representative | CFA | Jul 2024 (2y) | |
| Saletha Margaret Fuller | Registered representative | CFP | Jan 2025 (2y) | |
| Allison Bruns Stolper | Registered representative | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 952 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Raymond James $341M (96% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗