STONE HILL WEALTH MANAGEMENT, LLC

Overview

Stone Hill Wealth Management, LLC is a small, independent registered investment adviser that manages discretionary portfolios for individuals, families and a limited number of institutional clients. The firm functions as a capital allocator: it constructs client portfolios largely with publicly managed funds while selectively allocating to third‑party alternative managers. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection and oversight of outside advisers. Investment preferences lean toward pooled public funds and mutual funds as the primary building blocks of client portfolios. The firm reports no active ESG investment program. Fee arrangements are flexible and include percentage‑of‑AUM charges plus options for hourly, fixed and performance‑based fees, indicating the firm offers both ongoing portfolio management and project/consulting engagements. Stone Hill’s structure and service set suggest a boutique RIA focused on tailoring multi‑asset solutions for smaller balance households and families while maintaining the ability to commit to alternative allocations through external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices