Diego Reyes
Stillwater Capital Management · Carmel-By-The-Sea, California
Diego Reyes is a fee-only financial advisor at Stillwater Capital Management in Carmel-By-The-Sea, California. Diego focuses on retirement planning and family wealth transfer. Stillwater Capital Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Stillwater Capital Management |
|---|---|
| Based in | Carmel-By-The-Sea, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $102.5M across 126 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6131717 |
| Exams passed | Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stillwatercapitalmgmt.com |
| Profile |
How Diego's firm compares
- Stillwater Capital Management's average account is about $813,000, from its Form ADV (assets managed divided by 126 accounts).
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Questions about Diego
Is Diego Reyes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Diego holds no broker registration, and Stillwater Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Diego charge for financial advice?
Diego's firm, Stillwater Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Diego Reyes based?
Diego Reyes is based in Carmel-By-The-Sea, California.
What does Diego specialize in?
Diego's specialties include retirement planning and family wealth transfer. Diego works with multi-generational families.
Is Diego Reyes registered with the SEC?
Yes. Diego Reyes is registered as an investment adviser representative in CA (CRD 6131717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stillwater Capital Management manage?
Stillwater Capital Management reports $102.5M across 126 accounts in assets under management.
How do I contact Diego Reyes?
Through Diego's website, www.stillwatercapitalmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Stillwater Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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