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 is an independent, SEC-registered registered investment adviser formed in 2007 and organized as a limited liability company under individual ownership. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage of assets under management with hourly charges. Stonehearth does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
David Juliano
Senior Financial AdvisorCRD 3164953
Benjamin House
Associate AdvisorCRD 7275226
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$284M in ETFs
75%
$212M
25%
$72.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) | BlackRock | Passive | Large Growth | $40.1M | 116,926 | 14.10% |
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
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