Stackstone reports $1.5B in regulatory AUM; 10 firms show changes

Stackstone Wealth, LLC reported $1.5B in regulatory AUM in its October 12, 2026, Form ADV filing, compared with $0 in its August 25, 2026, filing. The earlier filing listed no reported regulatory AUM; the latest lists $1.5B. The comparison is between amounts reported in filings, not evidence of asset flows.

The qualifying comparisons for 10 firms were observed on October 13, 2026. That is the observation date, not a shared filing date: Stackstone's latest filing was dated October 12. The count covers firms with comparable reported regulatory AUM amounts, not filings submitted during the observation period.

Occidental Asset Management, LLC reported $1.4B in regulatory AUM in its October 12, 2026, filing, compared with $1.1B in its September 23, 2026, filing. Darwin Wealth Management reported $717.8M in its October 12, 2026, filing, versus $614.5M in its July 7, 2026, filing. These are differences between reported amounts; the records do not establish when or why the amounts changed.

Callodine BDC Advisor, LLC reported $238.7M in regulatory AUM in its October 12, 2026, filing, compared with $0 in its June 26, 2026, filing. As with Stackstone, the earlier filing listed no reported regulatory AUM; it does not establish that the firm previously had no assets.

Other supplied comparisons include Absolute Capital Management, LLC, which reported $812.1M in regulatory AUM in its October 12, 2026, filing versus $742.5M in its June 3, 2026, filing, and Ararat Capital Management, LP, which reported $423.0M in its October 12, 2026, filing versus $358.6M in its March 31, 2026, filing. Similar names do not establish an affiliation or common control.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Oct 13, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows.