DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Stanley Capital Management, LLC
Legal name Stanley Capital Management LLC
Latest filing Feb 9, 2026
First filing on the tape Jun 12, 2017 · 14 filings
SEC status approved since Jun 23, 2017
RAUM
$635M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$317M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$635M as of Feb 9, 2026
Mar 19, 2018$249M then
HNW client RAUM$0 as of Feb 9, 2026
Mar 19, 2018$0 then
State-registered IARs (5.B.3)0 as of Feb 9, 2026
Mar 19, 20180 then
Employees (5.A)3 as of Feb 9, 2026
Mar 19, 20182 then
Private funds1 as of Feb 9, 2026
Mar 19, 20181 then
RAUM +14% over the last fiscal year+21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Feb 9, 2026; every figure names its basis
- RAUM per advisor
- $317MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $635MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$635M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Mark Alan Kaufman | Houston, Tx | Aug 11, 2017 | 39 y | 3 |
| Lanny Harris Sachnowitz | Houston, Tx | Aug 21, 2017 | 32 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Mark Alan Kaufman from Linscomb Wealth, Inc.Mar 31, 2014 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Stanley Partners Fund, LP | Hedge Fund | $455M | 115 | Feb 20, 2015 |
Owners and control persons
Schedule A and B, latest filing
- Wilson Bret Stanley · Chief Compliance Officercontrolsince 02/2011 · owns less than 5%
- Wilson Bret Stanley · Managercontrolsince 08/2015 · owns F of Stanley Family Holdings Gp LLC
- Wilson Bret Stanley · Managercontrolsince 08/2015 · owns F of Stanley Capital Holding Gp LLC
- R Judith Stanley · Trusteecontrolsince 09/2015 · owns F of Bws Family Non-Exempt Trust
- R Judith Stanley · Membersince 08/2015 · owns 50% to 75% of Stanley Capital Holding Gp LLC
Entity owners
- Stanley Capital Holdings, LP · Sole Memberdirect · owns 75% or more
- Stanley Capital Holding Gp LLC · General Partnerindirect · owns F of Stanley Capital Holdings LP
- Stanley Family Holdings Gp LLC · General Partnerindirect · owns F of Stanley Family Holdings LP
- Bws Family Non-Exempt Trust · Limited Partnerindirect · owns 75% or more of Stanley Family Holdings LP
- Stanley Family Holdings LP · Limited Partnerindirect · owns 25% to 50% of Stanley Capital Holdings LP
Related persons
Schedule D 7.A
- Stanley Partners Gp, LPpooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $558M to $635MMar 27, 2025 to Feb 9, 2026
- Pooled vehicle RAUM · $558M to $635MMar 27, 2025 to Feb 9, 2026
- RAUM · $558M to $635MMar 27, 2025 to Feb 9, 2026
- Financial planning clients · unset to Mar 19, 2024 to Mar 27, 2025
- Discretionary RAUM · $455M to $558MMar 19, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $455M to $558MMar 19, 2024 to Mar 27, 2025
- RAUM · $455M to $558MMar 19, 2024 to Mar 27, 2025
- Advisory employees · 2 to 3Mar 24, 2023 to Mar 19, 2024
- Employees · 2 to 3Mar 24, 2023 to Mar 19, 2024
- Discretionary RAUM · $356M to $455MMar 24, 2023 to Mar 19, 2024
- Pooled vehicle RAUM · $356M to $455MMar 24, 2023 to Mar 19, 2024
- RAUM · $356M to $455MMar 24, 2023 to Mar 19, 2024
- Discretionary RAUM · $357M to $356MNov 2, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $357M to $356MNov 2, 2022 to Mar 24, 2023
- RAUM · $357M to $356MNov 2, 2022 to Mar 24, 2023
- Discretionary RAUM · $214M to $357MFeb 17, 2021 to Mar 1, 2022
- Pooled vehicle RAUM · $214M to $357MFeb 17, 2021 to Mar 1, 2022
- RAUM · $214M to $357MFeb 17, 2021 to Mar 1, 2022
- Discretionary RAUM · $257M to $214MFeb 26, 2020 to Feb 17, 2021
- Pooled vehicle RAUM · $257M to $214MFeb 26, 2020 to Feb 17, 2021
- RAUM · $257M to $214MFeb 26, 2020 to Feb 17, 2021
- Discretionary RAUM · $188M to $257MFeb 26, 2019 to Feb 26, 2020
- Pooled vehicle RAUM · $188M to $257MFeb 26, 2019 to Feb 26, 2020
- RAUM · $188M to $257MFeb 26, 2019 to Feb 26, 2020
- Discretionary RAUM · $249M to $188MJul 25, 2018 to Feb 26, 2019
- Pooled vehicle RAUM · $249M to $188MJul 25, 2018 to Feb 26, 2019
- RAUM · $249M to $188MJul 25, 2018 to Feb 26, 2019
- Financial planning clients · 1-10 to unsetMar 19, 2018 to Jul 25, 2018
- Charity clients · unset to 0.0Aug 2, 2017 to Mar 19, 2018
- Corporate clients · unset to 0.0Aug 2, 2017 to Mar 19, 2018
- HNW clients · unset to 0.0Aug 2, 2017 to Mar 19, 2018
- Individual clients · unset to 0.0Aug 2, 2017 to Mar 19, 2018
- Pension plan clients · unset to 0.0Aug 2, 2017 to Mar 19, 2018
- Pooled vehicle clients · unset to 1.0Aug 2, 2017 to Mar 19, 2018
- Financial planning clients · unset to 1-10Aug 2, 2017 to Mar 19, 2018
- Other offices · unset to 0.0Aug 2, 2017 to Mar 19, 2018
- Discretionary RAUM · $200M to $249MAug 2, 2017 to Mar 19, 2018
- HNW RAUM · unset to 0.0Aug 2, 2017 to Mar 19, 2018
- Individual RAUM · unset to 0.0Aug 2, 2017 to Mar 19, 2018
- Pension RAUM · unset to 0.0Aug 2, 2017 to Mar 19, 2018
Signals
2 dated events
- Stanley Capital Management, Llc reported RAUM $356.6M, up 66% from $214.4M (2021-02-17 to 2022-03-01)Mar 1, 2022 · RAUM change · derived
- Stanley Capital Management, Llc filed its initial SEC registration (Form ADV)Jun 12, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Stanley Capital Management, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/stanleycapitalmanagement/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- STANLEYCAP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 713-900-3200reportedpublic record, Form ADV, Feb 9, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $317Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026