# STONE ASSET MANAGEMENT, INC.

STONE ASSET MANAGEMENT, INC. of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 132202
- Type: SEC-registered investment adviser
- SEC file number: 801-110921
- Location: 4210 SPICEWOOD SPRINGS ROAD, BUILDING E, AUSTIN, TX, 78759
- Phone: 512-469-9152
- Latest filing: 2023-03-21
- Regulatory AUM: $269.3M
- Discretionary AUM: $258.8M
- Non-discretionary AUM: $10.6M
- Clients: 6
- Accounts: 745

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| STONE WILLIAM MORGAN | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| MCGEHEE BRITTANY ANN | CHIEF COMPLIANCE OFFICER | — |
| SWARTZ KACIE JOELLEN | SENIOR WEALTH MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132202/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132202/similar
- Related entities: https://search.stillhousedata.com/firm/132202/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132202

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.