STONE WALL FINANCIAL

RIASEC RegisteredEst. 2024

Total AUM

$54.3M

Discretionary

$2.3M

4% of AUM

Avg account

$13.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN ANTONIO, Texas
CRD number: 327726
Registered since: July 18, 2024
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 organized as a limited liability company and appears on SEC registrant rolls as of 2024. The firm is owned by an individual and is marked as a capital allocator and adviser that provides portfolio management for both individuals/small businesses and for businesses or institutions. It also performs selection-of-other-advisers services. Fee billing includes a percentage-of-AUM component and other fee arrangements. Stone Wall Financial does not identify as an active ESG investor, does not operate as a multistate adviser, and is not listed as a pension consultant or a related adviser.