RIA Intel›Advisers›Arkansas›STONE FINANCIAL AND WEALTH ADVISORS, LLC

STONE FINANCIAL AND WEALTH ADVISORS, LLC

Advisory

AR

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account

$127K

across 148 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients148

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, MO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

148 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AR

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

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SECURITY ASSET MANAGEMENT, LLC

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ELEVATED WEALTH LLC

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FIRST SECURITY FUND ADVISERS, INC.

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