Stone Wall Financial

Overview

Stone Wall Financial is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm reports SEC registration in 2024 and describes itself as a capital allocator that provides portfolio management for individuals/small businesses as well as for businesses or institutions. It also performs selection of other advisers, which indicates use of sub‑advisors or third‑party managers as part of its client solutions. Fee arrangements include a percentage-of-AUM component plus other fee types. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices