Stone Wall Financial Group LLC

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Assets, Funds, Holdings

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Stone Wall Financial Group LLC
CRD #327726
SEC #801-130703
CIK #
AUM 2.0 M (2025-09-29)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone2103219300101
Address401 E Sonterra Blvd
San Antonio, TX 78258
Source [IAPD] [Website] [LinkedIn]
Total AUM ($k)
20001600120080040002011201620212026
AUM Breakdown Accounts AUM ($k)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 2,000.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 4 2,000.0
By Discretionary
Discretionary 4 2,000.0
Non-Discretionary 0 0.0
Total 4 2,000.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2,000.0
Total 4 2,000.0
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail
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