Stone Wall Financial Group LLC
Stone Wall Financial Group LLC is an SEC-registered ria with $2.0M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Stone Wall Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327726, data through 2025-09-29.
- AUM (assets under management / regulatory AUM)
- $2.0M (2025-09-29)
- Firm type
- Ria
- Employees
- 1
- CRD
- 327726
- Ownership
- SUMMERS, JERROD, ROSS; SUMMERS, JERROD, R; COCKBURN, ROBERT, PRESSLEY
How much AUM does Stone Wall Financial Group LLC have?
Stone Wall Financial Group LLC reported $2.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-09-29).
Who owns Stone Wall Financial Group LLC?
Disclosed owners and executives of Stone Wall Financial Group LLC include SUMMERS, JERROD, ROSS, SUMMERS, JERROD, R, COCKBURN, ROBERT, PRESSLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.