A Sling & A Stone, Incorporated

RIASEC RegisteredEst. 2025
Total AUM
$102M
Discretionary
$81.3M
80% of AUM
Avg account
$229K
Accounts
445
Employees
4
Advisory reps
2

Firm details

Headquarters
Burnet, Texas
CRD number
134943
Registered since
December 11, 2025
Custodians
INTERACTIVE BROKERS LLC, MUTUAL FUNDS
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • Individuals49.02%
  • HNWI26.79%
  • Pension & Profit Sharing Plans17.39%
  • Corporations / Businesses3.4%
  • Charitable Organizations2.29%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

A Sling & A Stone, Incorporated is organized as a corporation and operates with a hedge-fund orientation while also serving individual and family clients alongside institutional investors. The firm provides portfolio management for individuals, small businesses and pooled investment vehicles, and it also carries out insurance brokerage and other financial product sales. Its fee structure combines an asset-based percentage, hourly charges and performance-based fees, reflecting both advisory and manager-like activities. The firm is not positioned primarily as an external capital allocator; it acts as sponsor, general partner and managing member of pooled vehicles, which aligns with its hedge-fund classification and performance-fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Cash & Cash Equivalents 30%, US Government Bonds 15%, Derivatives 5%50%
  • Exchange Traded Equities50%
  • Cash & Cash Equivalents30%
  • US Government Bonds15%
  • Derivatives5%

Contacts

2 of 2
  • John Rowe

    Registered RepresentativeCRD 5938955

  • Matthew McCracken

    Matthew McCracken

    Founder and Investment Advisor RepresentativeCRD 4408795

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Burnet, TX

Burnet

Location

Burnet, TX

Headquartered in Burnet, TX, in the South of the United States.

Region
South
County
Burnet
Address
123 E Jackson St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth