SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Stash
New York, NY
Stash Investments LLC, CRD 226550
Firm filing updated September 9, 2026 ·
- $4.9BAssets
- 1,138,270Clients
- 6Advisory staff
- 1,758,044Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)Yes
- Hourly chargesNo
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals1,138,270
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,138,270 | $4.9 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Assets and accounts
- Regulatory assets$4.9 billion
- Accounts1,758,044
- Discretionary$251.0 million · 302,339 accounts
- Non-discretionary$4.7 billion · 1,455,705 accounts
People
- Employees124
- Advisory staff6
- Broker-dealer reps13
- Licensed insurance agents0
- Planning clients1 to 10
Registration details
- Legal name: Stash Investments LLC SEC-registered investment advisor. CRD 226550, SEC file 801-96294.
- Registered with the SEC as an investment advisor (status date on record: May 15, 2015).
Is Stash a fiduciary?
Short answer: Stash is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 13 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.