Stonefield Investment Advisory, Inc.

Overview

Stonefield Investment Advisory, Inc. is an independent registered investment adviser that formally registered with the SEC in 2025 and operates as a corporation owned by an individual. The firm focuses on fee-based relationships with individuals, families and some institutional clients, offering financial planning and portfolio management services tailored to individuals and small businesses. Its billing mix includes asset-based fees and hourly charges, and it maintains an affiliation with an insurance company that likely supports insurance-related client solutions. Stonefield is not positioned as a capital allocator or pension consultant; rather, it appears to construct and manage client portfolios directly. The firm does not identify as an active ESG investor and is not registered as a multistate or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives