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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

STELLUS PRIVATE BDC ADVISOR, LLC

CRD 317513

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b8abc269-d06d-925f-cc19-69b9191c9c3e

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Nov 12, 2021 to Jul 15, 2026
7 observations

Across DFX

name candidates only

Private Creditcandidate

STELLUS PRIVATE BDC ADVISOR, LLC

Credit provider · name unique adv

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $473MItem 5.F on the latest filing (2026-07-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $473M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 36
Advisory employees: 20
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1
Individual clients: 0
High net worth clients: 0
SEC number: 801-122873
CRD: 317513
Filings on the tape: 7
First filed: Nov 12, 2021
Latest filed: Jul 15, 2026
Organised: Limited Liability Company, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUSKINSON, WILLIAM, TODD	CCO AND CFO	Na	yes	10/2021	Nov 12, 2021	Mar 30, 2024
LADD, ROBERT, THOMSEN	MANAGING MEMBER	D	yes	01/2012	Nov 12, 2021	Mar 30, 2024
LADD, ROBERT, THOMSEN	MANAGING PARTNER	Na	yes	12/2021	Nov 12, 2021	Mar 30, 2024
SCM HOLDINGS GP, LLC.	GENERAL PARTNER	E	yes	01/2012	Nov 12, 2021	Mar 30, 2024
STELLUS CAPITAL MANAGEMENT HOLDINGS, L.P.	SOLE MEMBER	E	yes	01/2012	Nov 12, 2021	Mar 30, 2024
STELLUS CAPITAL MANAGEMENT, LLC	SOLE MEMBER	E	yes	10/2021	Nov 12, 2021	Mar 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
STELLUS CAPITAL MANAGEMENT, LLC	n/a	Asset manager	$3.5B	Y	yes	n/a
SCF INVESTOR B GP, LLC	n/a	n/a	n/a	N	yes	n/a
STELLUS CREDIT FUND ERISA OFFSHORE GP III, LTD.	n/a	n/a	n/a	N	yes	n/a
STELLUS CREDIT FUND OFFSHORE GP II, LTD.	n/a	n/a	n/a	N	yes	n/a
STELLUS CREDIT FUND OFFSHORE GP III, LTD.	n/a	n/a	n/a	N	yes	n/a
STELLUS CREDIT FUND OFFSHORE GP, LTD.	n/a	n/a	n/a	N	yes	n/a
STELLUS CREDIT MASTER FUND I GP, LLC	n/a	n/a	n/a	N	yes	n/a
STELLUS CREDIT MASTER FUND II GP, LLC	n/a	n/a	n/a	N	yes	n/a
STELLUS CREDIT MASTER FUND III GP, LLC	n/a	n/a	n/a	N	yes	n/a
STELLUS SENIOR SECURED FUND GP, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Charlotte	Nc	United States	2	no
Bethesda	Md	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$473M	$473M	36	20	2	n/a	n/a
2024	Mar 31, 2025	$406M	$406M	37	18	2	n/a	n/a
2023	Mar 30, 2024	$353M	$353M	36	18	2	n/a	n/a
2022	Mar 31, 2023	$245M	$245M	35	18	2	n/a	n/a
2021	Mar 31, 2022	$36.2M	$36.2M	29	18	2	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$473M	$406M	16.3%	$245M	24.4%	36	37	2	2

Relationships

Affiliated with (2)

→ STELLUS CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← STELLUS CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, bank, control
factForm ADV

Controls (4)

← STELLUS CAPITAL MANAGEMENT, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Nov 12, 2021 to Mar 30, 2024factForm ADV
← LADD, ROBERT, THOMSENOwnerMANAGING MEMBER, ownership code D, individual
Nov 12, 2021 to Mar 30, 2024factForm ADV
← HUSKINSON, WILLIAM, TODDOwnerCCO AND CFO, ownership code NA, individual
Nov 12, 2021 to Mar 30, 2024factForm ADV
← SCM HOLDINGS GP, LLC.OwnerGENERAL PARTNER, ownership code E, domestic entity
Nov 12, 2021 to Mar 30, 2024factForm ADV

Dated events

Occurred
Mar 30, 2024
Regulatory AUM changed
Stellus Private Bdc Advisor, Llc reported RAUM $352.9M, up 44% from $245.5M (2023-03-31 to 2024-03-30)
Form ADVobserved 5 days ago
$107M
Occurred
Nov 12, 2021
First Form ADV filing
Stellus Capital Income Pbdc, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b8abc269-d06d-925f-cc19-69b9191c9c3e
First observed: Nov 12, 2021
Last observed: Jul 15, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STELLUS PRIVATE BDC ADVISOR, LLC

CRD 317513

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b8abc269-d06d-925f-cc19-69b9191c9c3e

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUSKINSON, WILLIAM, TODD

CCO AND CFO

yes

10/2021

Nov 12, 2021

Mar 30, 2024

LADD, ROBERT, THOMSEN

MANAGING MEMBER

yes

01/2012

Nov 12, 2021

Mar 30, 2024

LADD, ROBERT, THOMSEN

MANAGING PARTNER

yes

12/2021

Nov 12, 2021

Mar 30, 2024

SCM HOLDINGS GP, LLC.

GENERAL PARTNER

yes

01/2012

Nov 12, 2021

Mar 30, 2024

STELLUS CAPITAL MANAGEMENT HOLDINGS, L.P.

SOLE MEMBER

yes

01/2012

Nov 12, 2021

Mar 30, 2024

STELLUS CAPITAL MANAGEMENT, LLC

SOLE MEMBER

yes

10/2021

Nov 12, 2021

Mar 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

STELLUS CAPITAL MANAGEMENT, LLC

n/a

Asset manager

$3.5B

yes

n/a

SCF INVESTOR B GP, LLC

n/a

yes

n/a

STELLUS CREDIT FUND ERISA OFFSHORE GP III, LTD.

n/a

yes

n/a

STELLUS CREDIT FUND OFFSHORE GP II, LTD.

n/a

yes

n/a

STELLUS CREDIT FUND OFFSHORE GP III, LTD.

n/a

yes

n/a

STELLUS CREDIT FUND OFFSHORE GP, LTD.

n/a

yes

n/a

STELLUS CREDIT MASTER FUND I GP, LLC

n/a

yes

n/a

STELLUS CREDIT MASTER FUND II GP, LLC

n/a

yes

n/a

STELLUS CREDIT MASTER FUND III GP, LLC

n/a

yes

n/a

STELLUS SENIOR SECURED FUND GP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Charlotte

United States

Bethesda

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$473M

n/a

2024

Mar 31, 2025

$406M

n/a

2023

Mar 30, 2024

$353M

n/a

2022

Mar 31, 2023

$245M

n/a

2021

Mar 31, 2022

$36.2M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$473M

$406M

16.3%

$245M

24.4%