Bank / Wealth / Trust

Updated:

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 logo

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. The firm manages portfolios for families, institutions, and businesses, though specific named mandates, published performance figures, or flagship fund names are not publicly disclosed. 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.

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