STONE FINANCIAL

STONE FINANCIAL is an SEC-registered investment adviser (CRD 226690). Regulatory assets under management: $18.9M.

Registration

• CRD: 226690
• Type: Registered investment adviser
• Phone: 870-577-1263
• Latest filing: 2026-02-18
• Regulatory AUM: $18.9M
• Discretionary AUM: $18.9M
• Clients: 1
• Accounts: 148

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 226690 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search