RIA Intel›Advisers›Delaware›FIVE STONE CAPITAL, LLC

FIVE STONE CAPITAL, LLC

Advisory

DE

Data as of Jul 28, 2026 · Source: SEC Form ADV

Average account
$3M
across 3 accounts
AUM per adviser
$5M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM
$10M
Discretionary %
99.2%
Clients
3
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$10M
Non-Discretionary AUM$80K
Discretionary %99.2%
Total Clients3
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

AMWH ASSET MANAGEMENT LLC
$10M
UPLAND CAPITAL MANAGEMENT
$10M
PROFORZA ADVISORS LLC
$10M
INDEX PORTFOLIO TOOLS ADVISORS
$9M
EARLSDON CAPITAL MANAGEMENT, LLC
$10M
GAARD CAPITAL LLC
$9M

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