RIA Intel›Advisers›Alabama›STONEGATE INVESTMENT GROUP, LLC

STONEGATE INVESTMENT GROUP, LLC

Advisory

N·BIRMINGHAM, AL

Data as of Nov 20, 2024 · Source: SEC Form ADV

Total AUM
$5.7B
1-Year AUM Growth
+12.7%
3-Year CAGR
+9.1%
Employees
12
Assets Under Management
Total AUM$5.7B
Discretionary AUM$4.9B
Non-Discretionary AUM$737M
Discretionary %87%
Total Clients1,504
Team
Total Employees12
Investment Advisers14
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record19
First FilingMay 14, 2021
Latest FilingNov 20, 2024
🔒 Full AUM trend chart and 19 historical filings spanning 3+ 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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