The Stanich Group provides financial planning, portfolio management for individuals and small businesses, educational seminars, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
The Stanich Group reports 175 clients. They include 111 individual clients and 64 high-net-worth individuals. Of its assets, 100.0% ($210M across 719 accounts) are managed with discretion. It advised 17 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 29% |
| High-net-worth individuals | 37% | 71% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 111 | $60.2M | 28.7% | $542K |
| High-net-worth individuals | 64 | $150M | 71.3% | $2.34M |
| Total | 175 | $210M | 100% | $1.2M |
- Clients
- 111
- Regulatory AUM
- $60.2M
- AUM share
- 28.7%
- Avg. per client
- $542K
- Clients
- 64
- Regulatory AUM
- $150M
- AUM share
- 71.3%
- Avg. per client
- $2.34M
Total
- Clients
- 175
- Regulatory AUM
- $210M
- AUM share
- 100%
- Avg. per client
- $1.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 17
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
The Stanich Group charges 0.40%–1.00% a year for its Investment Management with Financial Planning. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $7,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.80% |
| $3M–$5M | 0.60% |
| $5M and above | 0.40% |
Fee details and sources
Other fees
- Divorce Financial Planning
- Divorce financial planning is billed from $7,500 to $20,000 depending on complexity, half up front.
- Financial Planning and Consulting
- Financial planning and consulting without investment management is $7,500 for individuals or $10,000 for couples and business owners, or $400 an hour with a four-hour minimum.
Sara Stanich owns 75% or more of The Stanich Group. The leadership team of The Stanich Group includes Chief Compliance Officer Sara Stanich. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 4 state-registered reps
- Owns 75% or more of The Stanich Group LLC
Sara Stanich
Control person · since December 2015
The Stanich Group’s regulatory assets grew 3.4× from $62.4M (May 2021) to $210M (March 2026); clients fell from 228 to 175 and employees from 6 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $210M | 175 | 5 | 1 |
| Mar 2025March 2025 | $167M | 173 | 6 | 1 |
| Mar 2024March 2024 | $131M | 174 | 5 | 1 |
| Apr 2023April 2023 | $88.1M | 167 | 5 | 1 |
| Mar 2022March 2022 | $96.1M | 146 | 6 | 3 |
| May 2021May 2021 | $62.4M | 228 | 6 | 3 |
Besides its headquarters, The Stanich Group has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- The Stanich Group LLC
- Headquarters
- Not reported
- Website
- cultivatingwealth.com
- Phone
- 646-693-7451
- @51702386
- SEC file
- 801-107270
- Structure
- New York LLC
- Fiscal year end
- December
The Stanich Group’s named custodian for separately managed accounts is Charles Schwab ($205M). The Stanich Group has custody of $62.7M for 89 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $205M100%
At year end, The Stanich Group’s separately managed accounts were mostly in stocks (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $159M across 52 positions; the largest are Vanguard World FD (45.9%), iShares TR (15.1%) and iShares Inc. (5.1%).
What the accounts hold
- Stocks87%
- Funds5%
- Cash7%
- Other1%
- U.s. state and local bonds, pooled investment other than investment company or bdc, investment grade corporate bonds, municipal bonds1%
How many clients does The Stanich Group have?
The Stanich Group has 175 clients and manages $210 million for them, as of March 2026. They include 111 individual clients and 64 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does The Stanich Group offer?
The Stanich Group provides financial planning, portfolio management for individuals and small businesses, educational seminars, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does The Stanich Group charge?
The Stanich Group charges 0.40%–1.00% a year for its Investment Management with Financial Planning. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $7,500 annual minimum.
Source: THE STANICH GROUP, LLC DBA: CULTIVATING WEALTH ADV PART 2A, filed 27 March 2026
Which custodians does The Stanich Group use?
The Stanich Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $205M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does The Stanich Group have?
The Stanich Group has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Stanich Group invest in?
At the end of its last fiscal year, The Stanich Group’s separately managed accounts held 87% exchange-traded equities, 7% cash and equivalents, 5% registered funds (mutual funds, ETFs, BDCs) and 1% other. The 1% other category is described as: U.S. State and Local Bonds, Pooled Investment Other Than Investment Company Or BDC, Investment Grade Corporate Bonds, Municipal Bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Stanich Group?
The Stanich Group’s direct owner is Sara Stanich (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does The Stanich Group get paid?
The Stanich Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Stanich Group?
Its phone number is 646-693-7451. Its website is cultivatingwealth.com.
