Stone Steps Financial, LLC
Stone Steps Financial, LLC is an SEC-registered wealth manager in Encinitas, CA with $146.6M assets under management (AUM, regulatory AUM), +39% over one year. See who owns Stone Steps Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175289, SEC 801-131412, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $146.6M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Encinitas, CA
- Employees
- 6
- Clients
- 138
- CRD
- 175289
- Ownership
- HOLLMAN, KINGSTON, MARLAND; FRANK, SCOTT, ROBERT
How much AUM does Stone Steps Financial, LLC have?
Stone Steps Financial, LLC reported $146.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Stone Steps Financial, LLC?
Disclosed owners and executives of Stone Steps Financial, LLC include HOLLMAN, KINGSTON, MARLAND, FRANK, SCOTT, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.