STONE HOUSE INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- TUNKHANNOCK, Pennsylvania
- CRD number
- 139410
- Registered since
- December 17, 2015
- Website
- www.stonehouseinv.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI60.19%
- Individuals38.27%
- Corporations / Businesses1.4%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Stone House Investment Management, LLC is an independent SEC-registered registered investment adviser (since 2015) that serves individual and family clients as well as institutional accounts. The firm operates as a capital allocator and combines advisory services with insurance brokerage activity. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, selection of third‑party managers, and educational seminars. Fee arrangements are flexible and include percentage‑of‑AUM billing along with hourly, fixed‑fee and commission options. Stone House is not identified as an active ESG investor and is organized as a limited liability company owned by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities11%
- Cash & Cash Equivalents8%
- Other1%
Owners & executives
1 of 1CANDICE LIGHTFOOT
Chief Compliance OfficerCRD 4885526
Contacts
3 of 17KURTIS MEDEIROS
Financial AdvisorCRD 8038825
Zachary Polovitch
AdvisorCRD 8109377
Todd Monahan
InternCRD 7967046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 186Active vs passive
$545M in ETFs
71%
$386M
24%
$159M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $65.9M | 100,845 | 12.09% |
Location
TUNKHANNOCK, PA
WYOMING
Location
TUNKHANNOCK, PA
Headquartered in TUNKHANNOCK, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- WYOMING
- Address
- 80 W Tioga St
- Time zone
- ET (UTC-5)
- Office locations
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