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Stone Wall Financial Group LLC

CRD 327726SEC# 801-130703San Antonio, TX
Export (members)
No longer SEC-registered. Stone Wall Financial Group LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2M
Employees
1
Accounts
4
Location
San Antonio, TX

Stone Wall Financial Group LLC assets under management

Stone Wall Financial Group LLC operates as an SEC-registered investment adviser based in San Antonio, TX. It reports $2 million in regulatory assets under management and employs 1 people.

Stone Wall Financial Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Jerrod R Summers ControlCeo & CcoOver 75%2023
Robert Pressley CockburnMember10-25%2023

Frequently asked questions

How much does Stone Wall Financial Group LLC manage?

Stone Wall Financial Group LLC reports $2 million in regulatory assets under management on its Form ADV.

How many employees does Stone Wall Financial Group LLC have?

Stone Wall Financial Group LLC reports 1 employees.

Where is Stone Wall Financial Group LLC located?

Stone Wall Financial Group LLC is based in San Antonio, TX.

Does Stone Wall Financial Group LLC disclose fund performance?

Stone Wall Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address401 E. Sonterra Blvd, Suite 375, San Antonio, TX 78258
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$2M
Non-discretionary$0
Total (RAUM)$2M