# Stonegate Investment Group

Stonegate Investment Group is a Bank / Wealth / Trust based in Birmingham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** stonegateig.com
- **LinkedIn:** https://www.linkedin.com/company/stonegateig

## Regulatory record

- **Reports private funds:** No

## About

Stonegate Investment Group launched in 2021 as a Birmingham, Alabama registered investment advisor. The firm emerged during a wave of wirehouse breakaways, positioning itself to capture advisory relationships with Southeastern families and professionals seeking fiduciary-model wealth management. Its founding team's background is not publicly detailed, a common posture among early-stage RIAs that prioritize client specialization over media visibility. The firm's investment approach centers on discretionary portfolio management paired with comprehensive financial planning. This combination typically covers asset allocation across equities, fixed income, and alternative investment vehicles, though the specific third-party managers or platforms Stonegate uses are not disclosed. Its client base spans individual investors, high-net-worth families, and family offices. Stonegate's scale is characteristic of a sub-$500 million advisory firm in its early growth phase. It operates from a single headquarters, consistent with the personal, high-touch service model common to boutique RIAs serving concentrated regional wealth. As of 2026, no affiliated entities — such as a family office spinout, philanthropic foundation, or real-asset operating company — appear in public records. Structurally, Stonegate's independence allows it to avoid the product-sales incentives of bank-affiliated wealth divisions. This fiduciary-only architecture distinguishes it from the trust-department model that dominates legacy wealth management in Alabama. The firm's small-team structure means advisor continuity and succession planning will define its long-term viability — a structural consideration for any family evaluating a young RIA as primary wealth steward.

## Questions

### What custodians does Stonegate use?

Stonegate's custody arrangement is not publicly disclosed. Most independent RIAs custody client assets at major platforms such as Charles Schwab, Fidelity, or Pershing. Confirming the custodian — and whether Stonegate has discretionary trading authority — is a standard operational due-diligence step for prospective family-office clients.

## Related profiles

- [Stonecutter Ventures](https://altss.com/profile/stonecutter-ventures)
- [Stone-Goff Partners](https://altss.com/profile/stone-goff-partners)

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Last updated: 2026-08-11T02:43:31.692Z

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