CRD: 140738
Storehouse Financial LLC
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-2006
- Office Locations
- 1
Office Locations
About Storehouse Financial LLC
Storehouse Financial is a fee-only advisory firm providing financial and retirement planning, tax planning, investment management, insurance counseling, and college savings guidance for individuals and families across life stages. The team emphasizes low-cost, data-driven investing and acts as a fiduciary. A notable differentiator is daily account evaluation with rebalancing and allocation changes as needed to manage risk and pursue return.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Leigh Ann Stull
VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
STEPHEN DAVID STULL
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5166116
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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FORREST WADE HOPPER
Chief Investment Officer
- CRD
- #4412308
LAURA LEE MEYERS
Certified Financial Planner
- CRD
- #5594576
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,390,695 | $178,596 |
| Non-Discretionary | $0 | -- |
| Total | $240,390,695 | $178,596 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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