Stonefield Investment Advisory, Inc.

Stonefield serves individual clients (including high‑net‑worth households) and institutional clients such as pension and profit‑sharing plans, trusts, charitable organizations, and small businesses, offering portfolio management, financial planning, consulting, an asset management program (SAMS), and ERISA plan participant services. The firm reports about $120.25 million in regulatory assets under management and operates with a single advisory principal.

Stonefield typically manages client accounts on a discretionary basis and tailors portfolios using asset allocation alongside fundamental and technical analysis, with the capacity to use equities, fixed income, mutual funds, ETFs, covered‑call strategies, options, and certain alternative investments (non‑traded REITs and BDCs). Clients receive quarterly performance reports and annual reviews, and the firm documents client objectives through investor profiles and a $25,000 typical account minimum for managed programs.

Noteworthy distinctions include that the advisory principal is also a licensed insurance agent who may offer commissionable insurance products (a disclosed potential conflict of interest) and that the firm recently transitioned to SEC registration. The firm manages a relatively large asset base with a small advisory team and a high client‑to‑advisor load, and its stated operational policies include restoring accounts for trading errors and allocating any corrective gains to charity.