CRD: 169617
46 AND 2 Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-18-2013
- Office Locations
- 1
Office Locations
About 46 AND 2 Investment Advisors, LLC
46 and 2 Investment Advisors is an independent Traverse City, MI RIA led by CFP Bill Stone (founded 2013). The firm delivers investment management, retirement and comprehensive financial planning, building customized asset-allocation portfolios informed by financial modeling, cash-flow and tax-aware strategies. Experience spans corporate executives, HNW families, retirement plans and foundations; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 69.8% is discretionary and 30.2% is non-discretionary.
The firm reports 1 advisory representatives and 37 clients, or 37 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
WILLIAM JOSEPH STONE
Chief Compliance Officer, President
- CRD
- #2988659
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,285,000 | -- |
| Non-Discretionary | $15,672,000 | -- |
| Total | $51,957,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
46 AND 2 Investment Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.