CRD: 128866
Stonehearth Capital Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-31-2005
- Office Locations
- 1
Office Locations
About Stonehearth Capital Management
Stonehearth Capital Management is a Danvers, MA wealth management firm blending advanced financial consulting with in-house investment management. The team helps families through key life transitions—retirement income planning (Social Security, Medicare, RMDs), legacy and estate coordination, multigenerational tax strategies, and long-term care/caregiving support—backed by ongoing portfolio construction and monitoring. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMIE ALLEN UPSON
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #4046712
- Ownership
- 75% or more
CHRISTOPHER JOHN GAUTHIER
Chief Investment Officer
- CRD
- #6067078
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOSEPH GAUVIN
Senior Financial Advisor
- CRD
- #6128554
BENJAMIN HOUSE
Associate Advisor
- CRD
- #7275226
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $425,411,155 | $317,946 |
| Non-Discretionary | $0 | -- |
| Total | $425,411,155 | $317,946 |
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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 |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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