$18.9M Total AUM
$18.9M Disc. AUM
-- 3Y CAGR
1 Employees
148 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2015
- Office Locations
- 1
Office Locations
-- Harrison AR
About Stone Financial
Stone Financial is an Ozarks-rooted CPA and financial planning firm serving individuals, families, and local businesses. They pair tax planning with accounting/payroll and business solutions, and provide investment planning and portfolio construction using ETFs and mutual funds. Custody relationships include Charles Schwab. Offices in Springfield and Branson support clients across the region.
Team overview
59 AVG AGE
$18.9M AVG AUM / ADVISOR
$127.5K AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID SCOTT STONE
Advisor, Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #5360014
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,865,206 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,865,206 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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