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| Happy Holidays!! thanks for using AUM13F!! |
| Stony Point Wealth Management Inc
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| CRD # | 210519 |
| SEC # | 801-108723 |
| CIK # | 0001731359 |
| AUM | $424.7 M (2025-03-28) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 804-332-6574 |
| Address | 5609 Patterson Ave Richmond, VA 23226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001731359 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.7 | ||
| Markel Corp | 14.1 | ||
| Alphabet Inc | 13.1 | ||
| Starwood Property Trust Inc | 10.7 | ||
| J P Morgan Chase & Co | 10.4 | ||
| Carey W P & Co LLC | 7.4 | ||
| Blackstone Group LP | 7.3 | ||
| Vulcan Materials Co | 7.2 | ||
| Oneok Inc /New/ | 7.0 | ||
| Altria Group Inc | 7.0 | ||
| Schwab Charles Corp | 5.5 | ||
| FPL Group Inc | 4.7 | ||
| Apple Inc | 4.4 | ||
| Thermo Fisher Scientific Inc | 3.9 | ||
| Performance Food Group Co | 3.8 | ||
| Home Depot Inc | 3.7 | ||
| Diageo PLC | 3.5 | ||
| Procter & Gamble Co | 1.9 | ||
| Amazon Com Inc | 1.6 | ||
| Philip Morris International Inc | 1.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | SHA Realty Partners Fund I LLC | [2023-02-24] | 0.0 | 2.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 79.7 |
| (b) Individuals (high net worth individuals) | 166 | 342.6 |
| (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 | 2.4 |
| (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 | 1,098 | 424.7 |
| By Discretionary | ||
| Discretionary | 1,068 | 411.0 |
| Non-Discretionary | 30 | 13.7 |
| Total | 1,098 | 424.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 424.7 | |
| Total | 1,098 | 424.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Elizabeth King | 3 | ||
| R Hopcroft | 1 | ||
| Mathew Daniel | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731359] |
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|---|---|---|
|
FCA Corp
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TX | 0.5 |
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Apex Financial Advisors Inc
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PA | 0.5 |
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Marshall & Sullivan Inc
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WA | 0.5 |
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CWC Advisors LLC
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OR | 0.4 |
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Holcombe Financial Inc
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GA | 0.4 |
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Fairbanks Capital Management Inc
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CA | 0.4 |
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Integrated Capital Management LLC
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MI | 0.4 |
|
Access Wealth Management Inc
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KY | 0.3 |
|
Redbud Advisors LLC
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TX | 0.3 |
|
Insight 2811 Inc
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IL | 0.3 |