Stillwater Capital Advisors

Stillwater Capital Advisors

Stillwater Capital Advisors was founded in 2009 and operates from Devon, Pennsylvania as part of CAPTRUST, a national registered investment advisor. Principal Douglas Swope leads a team that includes Senior Vice President Chris Dautrich and Vice Presidents Bill Hudson and Justin Thompson. The office delivers wealth management to high-net-worth families, business owners, and individuals, while also advising fiduciaries of corporate retirement plans and nonprofit endowments. The firm segments its practice across three client verticals. For individual and family clients, it provides portfolio management, family governance, and philanthropic strategy. For retirement plan sponsors—a base described as thousands of employer organizations—it acts as a 3(21), 3(38), or outsourced chief investment officer, alongside plan design and financial wellness programming. For endowments and foundations, the team handles performance reporting, donor development, and OCIO engagements. The firm publishes recurring fiduciary training materials and an annual endowment and foundation survey. The Devon office lists six team members, including dedicated senior client service professionals. In May 2026, it released a fiduciary update addressing ERISA advice rules following the vacated 2024 Retirement Security Rule, signaling active compliance posture. No discrete AUM or deployment figure is publicly disclosed. The firm maintains a single location at 80 W. Lancaster Avenue and serves clients during standard weekday business hours. Stillwater's structural differentiator is its dual identity: a locally branded advisory practice with the compliance infrastructure and national reach of the CAPTRUST platform. That architecture allows a small team to offer institutional-grade OCIO, fiduciary oversight, and wealth management without building a standalone operational backbone.