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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial glacierMatrix +more
- Established Date
- 05-20-2004
- Office Locations
- 1
Office Locations
About Heydorn Stone Capital Management LLC
Heydorn Stone Capital Management is an independent investment advisor founded in 2001, delivering goals-based financial planning and investment plan implementation with ongoing check-ins. The firm uses a secure client portal and real-time financial dashboard to aggregate assets, liabilities, income, and expenses and model scenarios. Investment approach spans asset allocation across ETFs/public funds and a mix of fixed income, serving clients in the NY tri-state area and nationwide.
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Owner & Executives
ALANA MAY STONE
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #2699278
- Ownership
- 75% or more
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Mathis Alexandre LeBlanc
--
- CRD
- #7846316
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,010,197 | $398,822 |
| Non-Discretionary | $10,004,063 | $303,153 |
| Total | $142,014,260 | $390,149 |
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Separately Managed Accounts
Total SMA Asset: $142,014,260
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $593,735,027 | 19.9% |
| U.S. Government/Agency | $316,260,869 | 10.6% |
| Cash | $569,866,282 | 19.1% |
| Equity - Exchange | $543,013,944 | 18.2% |
| Corporate - Investment Grade | $402,785,069 | 13.5% |
| Municipal Bonds | $557,931,910 | 18.7% |
| Total | $2,983,593,101 | 100.0% |