# Stone Steps Financial

Stone Steps Financial is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://stonestepsfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/scottrfrank

## Regulatory record

- **CRD number:** 175289
- **SEC file number:** 801-131412
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175289

## About

STONE STEPS FINANCIAL, LLC is an SEC-registered investment adviser in ENCINITAS, CA, registered since 2024. The firm manages approximately $147 million in regulatory assets. It has 6 employees and 4 investment advisers.

## Questions

### Does Stone Steps Financial participate in fund commitments or only direct deals?

The firm's investment activity is undisclosed. Without public records of fund commitments or direct deals, it is not possible to determine their preferred investment approach.

### What investment stages does Stone Steps Financial typically target?

No information is publicly available regarding the firm's target investment stages. The lack of disclosure limits any meaningful assessment of their stage preferences.

### Which sectors does Stone Steps Financial explicitly avoid?

The firm has not publicly stated any sector exclusions. Without disclosed investment activity, identifying avoided sectors is not feasible.

## Related profiles

- [Midwest Financial Group LLC](https://altss.com/profile/midwest-financial-group-llc)
- [THE PERSPECTIVE GROUP](https://altss.com/profile/the-perspective-group)

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Last updated: 2026-07-06T01:24:26.114Z

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