Stono River Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management and standalone financial planning to individuals (including high-net-worth clients), trusts, non-profits, small businesses and estates. Services include ongoing portfolio management tailored to client goals, as well as financial plans that the firm states are completed and delivered within about 30 days once documents are provided.
The firm’s investment process draws on fundamental, technical and cyclical analysis and includes use of equities, fixed income, ETFs, mutual funds, foreign securities and options where appropriate; accounts are managed on a discretionary basis and are reviewed at least quarterly. Portfolios are constructed to reflect each client’s stated objectives, time horizon and risk tolerance, and clients may impose written restrictions on investments.
Several operational features distinguish this small, recently formed, single‑advisor firm: the sole investment adviser also serves as the firm’s compliance officer and conducts the firm’s own trading reviews; the firm reports roughly $15.3 million in assets and about 20 clients and does not require a minimum account size. The adviser may engage third‑party sub‑advisors to manage all or part of client assets (with disclosed conflicts arising if fee differentials exist), the firm does not vote client proxies, and it may receive custodial research or “soft dollar” benefits from recommended brokers.
Client services
Expertise
Fee options
Financial planning fixed fees between $500 and $2,500 depending on complexity
$0 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.90% annually $3,000,000 - $9,999,999: 0.80% annually $10,000,000+: 0.65% annually
Fee-only: Financial planning fixed fees between $500 and $2,500 depending on complexity
Main office
Johns Island SC
Advisors at this office
1
Most active in
South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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