# Stone Island Financial Planning

Stone Island Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 146765
- **SEC file number:** 801-69943
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146765

## About

STONE ISLAND FINANCIAL PLANNING is an SEC-registered investment adviser in Naperville, IL, since 2009. The firm manages approximately $134 million in assets. It has 4 employees and 3 investment advisers.

## Questions

### Who runs Stone Island Financial Planning?

No principals are publicly identified. The firm has no website, LinkedIn page, or SEC registration listing named executives or advisors. Without such sources, the leadership and ownership structure are not verifiable.

### What is Stone Island Financial Planning's investment strategy?

There is no public documentation of an investment strategy. The firm does not publish a strategy statement, client letter, or portfolio commentary. Institutional allocators should treat the firm's posture as undocumented.

### Does Stone Island Financial Planning disclose AUM?

The firm has never publicly disclosed an AUM figure. No regulatory filing, press report, or database record provides a verifiable asset total. The AUM band is classified as Undisclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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