Stone Wall Financial

RIASEC RegisteredEst. 2024
Total AUM
$54.3M
Discretionary
$2.3M
4% of AUM
Avg account
$13.6M
Accounts
4
Employees
1
Advisory reps
3

Firm details

Headquarters
San Antonio, Texas
CRD number
327726
Registered since
July 18, 2024
Website
stonewallfg.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • Other Investment Advisers95.83%
  • HNWI3.41%
  • Individuals0.76%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Stone Wall Financial is an independent registered investment adviser operating as an LLC and recorded its SEC registration in 2024. The firm is owned by an individual and describes itself as a capital allocator that provides discretionary and non‑discretionary portfolio management for individuals, small businesses, and institutions, and also offers selection of other advisers. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. The firm reports it is not an active ESG investor and the ADV indicates it is not a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Public Funds/Mutual Funds 70%, Exchange Traded Equities 30%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities30%

Contacts

3 of 3
  • Jerrod Summers

    Jerrod Summers

    Investment Adviser RepresentativeCRD 2991059

  • Robert Cockburn

    PartnerCRD 1350693

  • Randall Hammond

    Randall Hammond

    DirectorCRD 2529177

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
401 E Sonterra Blvd
Time zone
CT (UTC-6)
Office locations

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