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STONEFIELD INVESTMENT ADVISORY, INC.

Advisory

N·CEDAR RAPIDS, IA

Data as of Jan 27, 2026 · Source: SEC Form ADV

Total AUM
$120M
1-Year AUM Growth
+50.0%
3-Year CAGR
+12.6%
Employees
1
Assets Under Management
Total AUM$120M
Discretionary AUM$120M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients184
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingAug 12, 2008
Latest FilingJan 27, 2026
🔒 Full AUM trend chart and 14 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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