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Stonewall Equities, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,112,454
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
21
71% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$291,069
About
Stonewall Equities, Ltd. provides discretionary and non‑discretionary portfolio management and financial planning services for individuals and high‑net‑worth clients, as well as trusts, estates and corporate clients. The firm also works with corporate pension and profit‑sharing plans and other business entities as part of its client base.
Investment strategies are tailored to each client's objectives and typically implemented via a computer‑driven asset‑allocation model that allocates among mutual funds, stocks, bonds, ETFs and fixed income, with ongoing monitoring and rebalancing. The firm uses a mix of fundamental, technical and charting analysis and considers tax effects when appropriate, and may employ both long‑ and short‑term approaches depending on client needs.
Noteworthy aspects of the firm include an affiliation with an accounting practice—its principal holds CPA credentials and the adviser cross‑references accounting and tax considerations in planning—and the firm’s engagement with employer plans and pension consulting. Stonewall also sponsors a wrap fee program and manages institutional or corporate retirement accounts, services that are less common among independent adviser firms of this type.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Fee options
Fixed fees may be quoted based on estimated time to complete financial plan, based on hourly rate
$0 - $500,000: 1.25% annually $500,001 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: Negotiable
$60 to $350 per hour, negotiable in certain circumstances
Account minimum: $250,000
Most active in
Stonewall Equities, Ltd. has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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