# STONY POINT WEALTH MANAGEMENT INC.

STONY POINT WEALTH MANAGEMENT INC. of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 210519
- Type: SEC-registered investment adviser
- SEC file number: 801-108723
- Location: 5609 PATTERSON AVE, SUITE B, RICHMOND, VA, 23226
- Phone: (804) 332-6574
- Latest filing: 2026-03-25
- Regulatory AUM: $506.1M
- Discretionary AUM: $480.6M
- Non-discretionary AUM: $25.5M
- Clients: 8
- Accounts: 1,184

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Daniel S Evans | PRINCIPAL | Seattle, WA |
| Matthew Clayton Daniel | PRINCIPAL | — |
| Elizabeth Ann King | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| KING LINDA ANN | PRINCIPAL; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| DANIEL MATTHEW CLAYTON | PRINCIPAL; PRINCIPAL/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/210519/brochure
- Similar advisers: https://search.stillhousedata.com/firm/210519/similar
- Related entities: https://search.stillhousedata.com/firm/210519/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/210519

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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.