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Stone Hill Wealth Management, LLC
Stone Hill Wealth Management, LLC is a U.S.-registered RIA operating as a multi-family office. Fiduciary wealth management for high-net-worth clients.
Stone Hill Wealth Management, LLC
Stone Hill Wealth Management, LLC is registered as an investment advisor with the Securities and Exchange Commission, indicating it provides personalized financial planning and portfolio management to individuals and families. The firm's structure as an RIA allows it to operate with a fiduciary duty to clients, a distinction from broker-dealers. No founding year, principal names, or specific wealth origin are available in public records. The firm's investment approach, while not detailed in public disclosures, typically for RIAs of this size involves diversified portfolios across public equities, fixed income, and alternative investments tailored to client objectives. Without confirmed portfolio companies or deals, the strategy cannot be further specified. Geographic focus appears to be U.S.-based, though no office locations beyond a general U.S. registration are confirmed. Stone Hill Wealth Management does not publicly disclose its team size or additional offices. The firm operates in a fragmented RIA landscape where many peers remain private about operations. No recent operational events have been publicly reported. The key structural differentiator for Stone Hill Wealth Management is its registered RIA status, which imposes a fiduciary standard of care on all advisory activities. This contrasts with broker-dealers or non-registered investment firms, though the practical implications depend on actual client agreements and disclosure documents.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
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.
What types of clients does Stone Hill Wealth Management typically serve?
Based on its registration as an RIA and the firm name suggesting wealth management, Stone Hill likely serves high-net-worth individuals, families, and possibly institutional clients. However, the firm does not publicly specify its minimum asset thresholds or client demographics.
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.
How is Stone Hill Wealth Management compensated?
RIAs typically charge a fee based on a percentage of assets under management (AUM). Stone Hill's specific fee schedule is not publicly available, but SEC-registered advisors must provide Form ADV Part 2 to clients detailing all fees and compensation arrangements.
What regulatory filings has Stone Hill Wealth Management made?
As an SEC-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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