Stance Capital LLC
advisor4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #4132 of mapped providers
Assets under administration$31M0.0%Market share · rank #7831
Fees received$85,451Median $18,713/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Stance Capital LLC plan look like?
Service mix · median fees per plan
Count of plans where Stance Capital LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 3 | $18,713 |
Competitor overlap
Percent of Stance Capital LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Stance Capital LLC.
| Sponsor | From | Assets |
|---|---|---|
DIVERT, INC.MA · 208722795-002 | EPIC Retirement Plan Services | $11M |
Plans lost in 2024
Appeared last year under Stance Capital LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INSIGHT SERVICE GROUP INCMA · 043280934-001 | $15M | 1,852 | $57,233 | 7y | 1 |
DIVERT, INC.MA · 208722795-002 | $11M | 648 | $18,713 | 1y | 1 |
JONES STREET RESIDENTIAL, INC.MA · 822365391-001 | $5M | 241 | $9,505 | 2y | 2 |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (4)
Raw Schedule C names collapsed into Stance Capital LLC.
- INVESTIGATIVE CONSULTING
- STANCE CAPITAL
- STANCE CAPITAL LLC
- STANCE CAPITAL, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Stance Capital LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 33.33% | 26.94% | +6.39 pp |
| Late contributions | 1 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 66.67% | 1.76% | +64.91 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Stance Capital LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Stance Capital LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| BDG CPAs | 1 | 33.3% |