Stone Hill Wealth Management, LLC

Overview

Stone Hill Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional investors, and it describes itself as a capital allocator that places client assets with outside managers when appropriate. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements are varied and include percentage‑of‑AUM billing alongside hourly and fixed fees and the capacity to charge performance‑based fees. Stone Hill does not identify as an active ESG investor and is not characterized as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives