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- Custodian
- Capital Group · Charles Schwab & Company · Lincoln Financial · Mainstar Trust · Pershing · Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-28-2018
- Office Locations
- 1
Office Locations
About Stonehenge Private Client Group, LLC
Stonehenge Private Client Group is a fiduciary advisor led by Steve Strickland providing comprehensive, personalized financial planning and wealth management for business owners and executives, farming professionals, successful families, and retirees. The practice emphasizes portfolio construction and asset allocation largely via public funds, and operates on Envestnet with custody support including Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
STEPHEN THOMAS STRICKLAND
Chief Compliance Officer, Financial Advisor, President
- CRD
- #1780073
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $63,576,847 | -- |
| Total | $63,576,847 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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