A complete list of active advisors currently associated with Stonewall Asset Mgmt., Inc.
Warmer can help you find a great advisor at Stonewall Asset Mgmt., Inc. or one who fits your needs even better.
Stonewall Asset Management primarily serves individual and high‑net‑worth clients, along with business owners, trusts, retirement plans and foundations, and provides fee‑based portfolio management and comprehensive financial planning services including estate, retirement and pension consulting. The firm also facilitates commission‑based brokerage and insurance product sales through its affiliated broker‑dealer representatives and offers hourly financial planning engagements. The firm describes an institutional investment approach that combines forward‑looking capital market assumptions, asset‑allocation optimization, investment selection and ongoing monitoring, supplemented by relative‑strength trend analysis; investment programs are tailored to each client’s risk profile and objectives. Stonewall commonly places client assets into Raymond James–administered wrap programs (Passport, RJCS, Freedom and Freedom UMA), with Raymond James or sub‑advisers exercising discretionary management under those agreements and advisory fees shared between the parties. Noteworthy for a two‑advisor firm, Stonewall manages roughly $39 million for about 35 clients and relies heavily on Raymond James platforms and services, with its advisors serving as registered representatives restricted to conducting securities transactions through Raymond James Financial Services. The firm discloses potential conflicts from shared advisory/commission compensation (including 12b‑1 fees that are reimbursed in wrap accounts), maintains a $250,000 managed account minimum (waivable), and does not take custody of assets directly.
To learn more about the advisors currently working at Stonewall Asset Mgmt., Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Roswell, GA
| 29
| |
Roswell, GA
| 50
|
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