|
⚲
|
| Keyboard |
| Stonehearth Capital Management LLC
✚
|
|
|---|---|
| CRD # | 128866 |
| SEC # | 801-67868 |
| CIK # | 0001550191 |
| AUM | 425.4 M (2026-03-07) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 978-624-3000 |
| Address | 100 Conifer Hill Drive, Ste 105 Danvers, MA 01923 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001550191 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Global MOFY Metaverse Ltd | 1.6 | ||
| United Technologies Corp /DE/ | 1.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 359 | 162.7 |
| (b) Individuals (high net worth individuals) | 131 | 262.7 |
| (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 | 1,338 | 425.4 |
| By Discretionary | ||
| Discretionary | 1,338 | 425.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,338 | 425.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 425.4 | |
| Total | 1,338 | 425.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001550191] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Compass Financial Group Inc
✚
|
FL | 429.7 M |
|
Navigate Wealth Management LLC
✚
|
AL | 429.6 M |
|
LEGA Z Advisory LLC
✚
|
428.4 M | |
|
Legacy Bridge LLC
✚
|
IA | 425.8 M |
|
Gamma Asset Management LLC
✚
|
PR | 424.8 M |
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 423.0 M |
|
McCarthy Asset Management Inc
✚
|
CA | 422.4 M |
|
Forza Wealth Management LLC
✚
|
FL | 422.4 M |
|
Fischer Investment Group Inc
✚
|
NY | 421.5 M |
|
Odyssey Group LLC
✚
|
PA | 420.9 M |