STAVIS & COHEN FINANCIAL, LLC
SEC file number 801-70574
· HOUSTON, TX
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$627.2M
Discretionary AUM
$528.8M
Employees
17
Clients
10
Firm
- Address
- 1330 POST OAK BLVD.
HOUSTON, TX 77056 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Stash Financial, Inc. Medium name-match confidence · CIK 1647051 · NY
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Stash Financial, Inc. · D · May 16, 2025$187.3M