Stonehearth Capital Management
Firm details
- Headquarters
- Danvers, Massachusetts
- CRD number
- 128866
- Registered since
- May 4, 2007
- Website
- www.stonehearthcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI61.75%
- Individuals38.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stonehearth Capital Management LLC is an independent registered investment adviser that has been SEC-registered since 2007. The firm is owned by an individual principal and focuses on serving individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its client billing mixes a percentage-of-AUM fee with hourly charges for advisory work. Stonehearth does not position itself as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds83%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
- Other4%
- US Government Bonds1%
Owners & executives
1 of 1
Christopher Gauthier
Chief Investment OfficerCRD 6067078
Contacts
3 of 4
Jamie Upson
OwnerCRD 4046712
Joseph Gauvin
Senior Financial AdvisorCRD 6128554
David Juliano
Senior Financial AdvisorCRD 3164953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$283M in ETFs
71%
$202M
28%
$81M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) | BlackRock | Passive | Large Blend | $36.4M | 114,635 | 12.85% |
Location
Danvers, MA
Essex
Location
Danvers, MA
Headquartered in Danvers, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 100 Conifer Hill Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
MWA Asset Management
RIADanvers, MA
Butterworth Financial LLC
RIADanvers, MA
Paramount Financial
RIADanvers, MA
Fg&G Financial Services, LLC
RIADanvers, MA
Sherr Financial Associates
RIADanvers, MA
Spring Lane Capital
RIABoston, MA