STONEWALL ASSET MGMT., INC.

STONEWALL ASSET MGMT., INC. of ROSWELL, GA is an SEC-registered investment adviser (CRD 125703). Regulatory assets under management: $39.4M.

Registration

• CRD: 125703
• Type: Registered investment adviser
• Location: 1401 BOMBAY LANE, ROSWELL, GA, 30076
• Phone: 770-667-5767
• Latest filing: 2026-03-22
• Regulatory AUM: $39.4M
• Discretionary AUM: $39.1M
• Non-discretionary AUM: $237K
• Clients: 2
• Accounts: 83

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125703 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search