CRD: 139410
Stone House Investment Management, LLC
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- Custodian
- Fidelity/NFS · Jefferson National Securities · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-27-2006
- Office Locations
- 4
Office Locations
About Stone House Investment Management, LLC
Stone House Investment Management is an advisory firm focused on retirement income planning and comprehensive wealth management for retirees, business owners, and niche employee groups (e.g., P&G, educators, Cargill), including gas-lease owners. The firm pairs financial planning with active, allocation-driven portfolio management on an in-house platform featuring threshold alerts, fraud monitoring, and its FLEX risk-management strategy.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT JEFFREY BROWN
Managing Member, Managing Partner
- CRD
- #3030735
- Ownership
- 25% but less than 50%
RAYMOND SCOTT STONE
Managing Member, Partner
- CRD
- #4630679
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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LARRY DAVID ALDERSON
Advisor
- CRD
- #2924528
Aidan Robert Brown
Advisor
- CRD
- #8156005
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $835,631,397 | $295,485 |
| Non-Discretionary | $6,045,489 | $1,209,098 |
| Total | $841,676,886 | $297,097 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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