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Stonefield Investment Advisory, Inc.
STONEFIELD INVESTMENT ADVISORY, INC. is an SEC-registered investment adviser in Cedar Rapids, IA, registered since 2025. The firm manages approximately $120...
Stonefield Investment Advisory, Inc.
STONEFIELD INVESTMENT ADVISORY, INC. is an SEC-registered investment adviser in Cedar Rapids, IA, registered since 2025. The firm manages approximately $120 million in assets. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs Stonefield Investment Advisory?
Public records do not name specific principals or key executives for Stonefield Investment Advisory. The firm's SEC registration may list designated employees, but those names are not widely published in industry or media sources.
What is Stonefield Investment Advisory's investment strategy?
No investment strategy, asset allocation, or sector focus has been publicly attributed to the firm. It is registered as an RIA, but its approach to portfolio construction—whether it emphasizes public equities, fixed income, alternatives, or direct deals—is unknown.
Does Stonefield Investment Advisory accept external capital or operate as a multi-family office?
The firm's structure as an RIA suggests it could serve third-party clients, but public information does not confirm whether it functions as a single-family office, multi-family office, or broader wealth manager. Its client base is not disclosed.
How is Stonefield Investment Advisory regulated?
As a registered investment advisor, it is regulated by the SEC under the Investment Advisers Act of 1940. However, no recent filings or regulatory actions have been publicly highlighted.
Where is Stonefield Investment Advisory headquartered?
No verified headquarters location has been identified through public sources. The firm's address may be included in SEC filings, but it is not consistently reported in directories or media.
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