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Stonewall Capital Management
Founded in 2018, Stonewall Capital Management operates as an independent, employee-owned registered investment advisor based in Manchester. The firm's...
Stonewall Capital Management
Founded in 2018, Stonewall Capital Management operates as an independent, employee-owned registered investment advisor based in Manchester. The firm's ownership structure — held by its advisors rather than a parent bank or consolidator — is designed to align its incentives directly with the end clients it serves, which include individuals, high-net-worth investors, trusts, and estates. Stonewall's strategy spans wealth management, asset management, corporate retirement plans, and insurance services, indicating a multi-asset-class, goals-based approach rather than a single-strategy focus. The firm manages portfolios for families, institutions, and businesses, though specific named mandates, published performance figures, or flagship fund names are not publicly disclosed. Its investment commentary, published on its website, has addressed topics such as interest-rate risk and recession probability, suggesting a macro-aware tactical overlay in its managed portfolios. The firm's scale remains private — no AUM, deployment total, or professional headcount is publicly reported. It operates from its Manchester headquarters, with no additional office locations disclosed. No adjacent vehicles, such as philanthropic foundations, co-investment clubs, or operating businesses, are publicly linked to the firm. Stonewall's structural differentiator is its employee-owned RIA model at a time when advisory roll-ups are consolidating the industry. That independence removes pressure to distribute proprietary products and positions the firm to act as a fiduciary across a bundled offering that includes corporate retirement and insurance — a combination more common among diversified planning practices than pure investment shops.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Manchester
Corporate office
Manchester, United States
Frequently asked questions
Who owns Stonewall Capital Management?
Stonewall Capital Management is employee-owned, according to its own website. This means its advisors hold equity in the firm rather than operating as a division of a larger bank, insurer, or consolidator. The specific names and ownership percentages of those employee-owners have not been publicly disclosed.
What type of clients does Stonewall Capital Management serve?
The firm advises individuals, high-net-worth individuals, trusts, and estates, per its regulatory filings and its own website. It also states it serves institutions and businesses, primarily through its corporate retirement and asset management offerings. No minimum account size or detailed client-profile breakdown is published.
Does Stonewall disclose its assets under management?
No. Stonewall Capital Management has not published an AUM figure, and no regulatory filing containing an AUM total has been referenced by public sources. The size of its book of business is unknown.
Is Stonewall a single-family office or a multi-family office?
Neither. Stonewall Capital Management is structured as a registered investment advisor (RIA) serving multiple unrelated clients — including individuals, high-net-worth families, trusts, and estates — rather than a dedicated family office tied to a single wealth origin. It does not bill itself as a family-office platform.
What investment services does Stonewall Capital Management provide?
It offers four named service lines: asset management, wealth management, corporate retirement plans, and insurance services. The firm's website indicates it manages discretionary portfolios and provides financial planning, though it has not publicly described its internal portfolio construction framework, model-delivery method, or specific investment products.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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