|
⚲
|
| Stony Point Wealth Management Inc
✚
| |
|---|---|
| CRD # | 210519 |
| SEC # | 801-108723 |
| CIK # | 0001731359 |
| AUM | $380.4 MM (2024-07-16) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 804-332-6574 |
| Address | 5609 Patterson Ave Richmond, VA 23226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 13.0 | |
| GOOGL | 1,475,138.5 | 11.8 | |
| MKL | 17,609.0 | 9.0 | |
| JPM | 340,169.2 | 8.3 | |
| VMC | 19,053.3 | 7.8 | |
| BX | 69,051.8 | 7.5 | |
| STWD | 6,727.6 | 7.5 | |
| OKE | 25,448.2 | 6.5 | |
| WPC | 16,425.3 | 6.2 | |
| MO | 78,198.0 | 6.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | SHA Realty Partners Fund I LLC | [2023-02-24] | 0.0 | 2.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 61.5 |
| (b) Individuals (high net worth individuals) | 163 | 316.9 |
| (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 | 1 | 2.0 |
| (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 | 1,082 | 380.4 |
| By Discretionary | ||
| Discretionary | 1,080 | 379.4 |
| Non-Discretionary | 2 | 1.1 |
| Total | 1,082 | 380.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 380.4 | |
| Total | 1,082 | 380.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Elizabeth King | 3 | ||
| Mathew Daniel | 1 | ||
| R Hopcroft | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001731359] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FCA Corp
✚
|
TX | 0.5 |
|
Marshall & Sullivan Inc
✚
|
WA | 0.4 |
|
Acumen Wealth Advisors LLC
✚
|
TN | 0.4 |
|
KDK Private Wealth Management LLC
✚
|
TX | 0.4 |
|
Holcombe Financial Inc
✚
|
GA | 0.3 |
|
Fairbanks Capital Management Inc
✚
|
CA | 0.3 |
|
Insight 2811 Inc
✚
|
IL | 0.3 |
|
Access Wealth Management Inc
✚
|
KY | 0.3 |
|
Wellington Wealth Strategies LLC
✚
|
IN | 0.3 |
|
Integrated Capital Management LLC
✚
|
MI | 0.3 |