STONE WALL FINANCIAL

STONE WALL FINANCIAL of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 327726). Regulatory assets under management: $54.3M.

Registration

• CRD: 327726
• SEC file number: 801-130703
• Type: Registered investment adviser
• Location: 401 E. SONTERRA BLVD, SAN ANTONIO, TX, 78258
• Phone: (210) 321-9300, EXT. 101
• Latest filing: 2026-05-04
• Regulatory AUM: $54.3M
• Discretionary AUM: $2.3M
• Non-discretionary AUM: $52.0M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327726 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search