Stono River Wealth Management LLC

Overview

Stono River Wealth Management LLC is a small, independent registered investment adviser serving individual and family clients. The firm positions itself as a capital allocator with a core emphasis on equity-oriented portfolios and financial planning. Its advisory services include portfolio management for individuals and small businesses, financial planning, and the selection of other advisers — a sign it can both manage assets directly and bring in third‑party managers where appropriate. Investment preferences skew toward liquid, exchange‑traded instruments rather than private, illiquid strategies. The firm charges clients either a percentage of assets under management or fixed fees, and it operates as a single‑office practice focused on a modest book of higher‑net‑worth relationships rather than broad retail distribution. Stono River is not identified as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices