Stonehenge Private Client Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$33,797,000
Clients
33
Advisors
1
of 1 employees
About
Stonehenge Private Client Group, LLC is a small, state‑registered independent advisory firm that manages roughly $63.6 million for about 33 clients. The firm offers investment management services on a non‑discretionary basis and provides retirement plan consulting to individuals, trusts, charitable organizations, corporations and employer‑sponsored retirement plans.
Stonehenge’s investment management is consultative: the firm develops investment strategies and recommendations but requires client approval for transactions, and it may recommend and monitor third‑party Outside Managers to implement portions of a portfolio. The firm’s process can include technical and cyclical analysis and covers short‑ and long‑term holding strategies; its retirement plan work is provided as an ERISA Section 3(21) fiduciary while participant services are primarily informational or educational.
Distinctive aspects include that nearly all reported AUM is managed non‑discretionarily (uncommon among peers), and the firm explicitly serves corporate clients and pension/profit‑sharing plans, which is less typical for similarly sized independent advisers. The principal is also licensed to sell insurance products and the firm may receive a portion of fees from recommended Outside Managers; these potential conflicts are disclosed and the brochure describes client options and documentation practices intended to manage them.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - and over: 0.80%
Account minimum: $100,000
Main office
Natchez MS
Advisors at this office
1
Most active in
Florida · Louisiana · Mississippi · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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