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Stonefield Investment Advisory, Inc.

● SEC registered since 2025CRD 113802SEC# 801-134194Cedar Rapids, IA
Export (members)
Reg. AUM
$148M
Employees
2
Accounts
330
Location
Cedar Rapids, IA

Stonefield Investment Advisory, Inc. assets under management

Stonefield Investment Advisory, Inc. operates as an SEC-registered investment adviser based in Cedar Rapids, IA. The firm has been registered since 2025. It reports $148 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/stonefield-investment-advisoryView on SEC.gov ↗

Stonefield Investment Advisory, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jon Robert Werner ControlPresident, Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Stonefield Investment Advisory, Inc. manage?

Stonefield Investment Advisory, Inc. reports $148 million in regulatory assets under management on its Form ADV.

How many employees does Stonefield Investment Advisory, Inc. have?

Stonefield Investment Advisory, Inc. reports 2 employees.

Where is Stonefield Investment Advisory, Inc. located?

Stonefield Investment Advisory, Inc. is based in Cedar Rapids, IA and has been SEC-registered since 2025.

Does Stonefield Investment Advisory, Inc. disclose fund performance?

Stonefield Investment Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address425 2nd Street SE, Suite 1200, Cedar Rapids, IA 52401-1818
Phone319-377-7811
Fax319-377-7834
Office hours9a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$148M
Non-discretionary$0
Total (RAUM)$148M