Stackwell

Stackwell Capital Advisers, LLC, established in 2025, is an SEC-registered investment adviser offering automated discretionary investment advisory services through the Stackwell investment program. The firm provides financial counseling services and operates exclusively through virtual interactions. Clients interact with Stackwell via a technology platform, where they input personal information to receive automated investment advice based on three model portfolios: Aggressive, Moderate, and Balanced. Stackwell's investment philosophy is based on long-term passive ETF strategies, emphasizing diversification and low-cost index-based investing. The firm rebalances client portfolios automatically to maintain target asset allocations. Clients pay a monthly fee of up to $5 per account, with no negotiability, and a minimum investment of $10 is required. Stackwell does not charge performance-based fees and serves natural persons who are legal U.S. residents. The firm does not provide tax, accounting, or legal advice. Client accounts are custodied at Apex, and Stackwell acts as a discretionary investment adviser, making investment decisions without client authorization. Clients are responsible for voting on ETF shares in their portfolios. Stackwell does not have any disciplinary events, and its financial information does not indicate any financial impairments or bankruptcy proceedings.