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 $2.0 M (2025-07-27)
Employees 1 (100% Investors, 0% Brokers)
Phone2103219300101
Address401 E Sonterra Blvd
San Antonio, TX 78258
Source [IAPD] [Website] [LinkedIn]
Total AUM ($k)
20001600120080040002011201620212026
AUM Breakdown Accounts AUM ($k)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 2,000.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 4 2,000.0
By Discretionary
Discretionary 4 2,000.0
Non-Discretionary 0 0.0
Total 4 2,000.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2,000.0
Total 4 2,000.0
Comparable Firms State AUM ($B)
Bluevine Advisory LLC
NJ 0.0
Paladin Capital LLC
MN 0.0
Mariner Wealth Advisors-Pr LLC
KS 0.0
Marstone LLC
RI 0.0
Nytrx LLC
0.0
Bryan Advisory Services LLC
PA 0.0
Palm Springs Advisory LLC
0.0
Colomb Investment Management Company LLC
LA 0.0
Selective Capital SRL
0.0
Praestantia Capital LLC
TX 0.0
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