5 Stone Financial Group, LLC

Overview

5 Stone Financial Group, LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm functions as a capital allocator: it builds and supervises client portfolios, offers financial planning, and selects outside managers when needed. Its service mix includes portfolio management for individuals and small businesses, financial planning, selection of other advisers and educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment practice centers on pooled public investments — primarily mutual funds and similar vehicles — for core equity and fixed-income exposure, while supplementing client solutions with annuities and third‑party alternative managers for real estate. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices