5 STONE FINANCIAL GROUP, LLC

5 STONE FINANCIAL GROUP, LLC is an SEC-registered investment adviser (CRD 315004). Regulatory assets under management: $34.2M.

Registration

• CRD: 315004
• Type: Registered investment adviser
• Phone: 763-290-1980
• Latest filing: 2026-03-30
• Regulatory AUM: $34.2M
• Discretionary AUM: $30.5M
• Non-discretionary AUM: $3.8M
• Clients: 3
• Accounts: 281

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 315004 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search