Sign in Sign up for free

George Erwin Stillman (Lompoc)


George Erwin Stillman is a large advisory firm based in Lompoc. It manages $60.22 million of regulatory assets for 295 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.




George Erwin Stillman provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

George Erwin Stillman: assets under management

The assets under management (AUM) of George Erwin Stillman is $60.22 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.73 million in discretionary accounts and $18.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $225.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $168.06 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay George Erwin Stillman for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lompoc

The principal office where George Erwin Stillman performs its advisory services is located at 1201 East Ocean Ave. Suite K, Lompoc, CA 93436, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-737-7308 or by fax 805-737-7312. The normal business hours are 8:00 a.m. to 5:00p.m. on Monday - Friday.


Registered investment advisers similar to George Erwin Stillman