S
$60.6M Total AUM
$60.6M Disc. AUM
-- 3Y CAGR
4 Employees
48 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-14-2024
- Office Locations
- 1
Office Locations
202 Fifth Avenue South Franklin TN
About Stone Pillars Wealth Management
Stone Pillars Wealth Management is a Franklin-based RIA. The firm has been operating for 2 years. Managing $60.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$30.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
1.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
JONATHON THOMAS JORDAN
Chief Compliance Officer, Owner
- CRD
- #5471398
- Ownership
- 75% or more
Available
Available
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R
RYAN J REDMOND
--
- CRD
- #8119277
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,550,073 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,550,073 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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