Stonehearth Capital Management
Stonehearth Capital Management is an SEC-registered mass-market adviser in Danvers, MA with $425.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Stonehearth Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128866, SEC 801-67868, data through 2026-03-07.
- AUM (assets under management / regulatory AUM)
- $425.4M (2026-03-07)
- Firm type
- Mass-Market Adviser
- Location
- Danvers, MA
- Employees
- 8
- Clients
- 490
- CRD
- 128866
- Ownership
- PROUT, RICHARD, EDWARD; UPSON, JAMIE, ALLEN; GAUTHIER, CHRISTOPHER, JOHN; MERRITHEW, WILLAM, B
How much AUM does Stonehearth Capital Management have?
Stonehearth Capital Management reported $425.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-07).
Who owns Stonehearth Capital Management?
Disclosed owners and executives of Stonehearth Capital Management include PROUT, RICHARD, EDWARD, UPSON, JAMIE, ALLEN, GAUTHIER, CHRISTOPHER, JOHN, MERRITHEW, WILLAM, B. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.