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Stone Hill Wealth Management, LLC
STONE HILL WEALTH MANAGEMENT, LLC is a state-registered investment adviser in DALLAS, TX. The firm manages approximately $21 million in regulatory assets.
Overview
STONE HILL WEALTH MANAGEMENT, LLC is a state-registered investment adviser in DALLAS, TX. The firm manages approximately $21 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
Is Stone Hill Wealth Management a fiduciary?
As a registered investment advisor (RIA) with the SEC, Stone Hill Wealth Management, LLC is legally bound to a fiduciary standard of care, meaning it must act in clients' best interests and disclose any conflicts of interest. This is a higher standard than the suitability standard that applies to broker-dealers.
Does Stone Hill Wealth Management manage assets directly or recommend third-party products?
As an RIA, Stone Hill can both manage assets directly through discretionary accounts and recommend third-party investment products. The firm's specific mix is not disclosed in public records, but RIAs often use a combination of direct securities, mutual funds, ETFs, and alternative investments.
What regulatory filings has Stone Hill Wealth Management made?
As a state-registered RIA, Stone Hill Wealth Management files Form ADV annually, which includes information about its business, ownership, fees, and disciplinary history. These filings are publicly accessible through the SEC's Investment Adviser Public Disclosure (IAPD) database.
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