Storehouse Financial LLC logo

Storehouse Financial LLC

Updated today

Client AUM

$238,303,292

Clients

1,330

Advisors

5

of 6 employees

About

Storehouse Financial serves individual and high-net-worth clients as well as trusts, estates, pension plans, and other entities with a mix of discretionary asset management and financial planning and consulting services. The firm delivers ongoing portfolio supervision across a broad set of securities, including mutual funds, stocks, bonds, ETFs, REITs, and options, and implements client-specific investment policy statements.

The firm’s investment process combines fundamental, technical, and cyclical analysis and can include use of leveraged and inverse ETFs as part of its strategies; accounts are typically managed on a discretionary basis with reviews triggered by market events or changes in a client’s circumstances. Storehouse also offers negotiable performance-based fee arrangements for qualified clients, a compensation structure that the brochure notes can create incentives and is managed through internal procedures to mitigate conflicts.

Storehouse is distinctive among peer teams in two respects: it maintains a high client-to-advisor ratio (over 200 clients per advisor), reflecting a practice model that relies on standardized processes and custodial platform services to support a large client base, and it is affiliated with an accounting firm—several supervised persons are licensed accountants and the firm discloses potential conflicts when recommending accounting or tax-preparation services while noting that clients are under no obligation to use affiliated services.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Real estate investing

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Fee options

Percentage

$0 - $2,000,000: 1.5% $2,000,001 - $5,000,000: 1.0% $5,000,001+: 0.5%

Project-based

Negotiable hourly fees for financial planning and consulting services

Performance-based

Performance fee of 1.00% management fee plus 50% of returns over 8% hurdle rate, billed quarterly in arrears, negotiated individually and only for qualified clients

Main office

3200 Riverfront Dr., Suite 204

Fort Worth TX 76107

Advisors at this office

5

Most active in

California · Colorado · Florida · Georgia · Kansas · Louisiana · Missouri · North Carolina · Texas · Washington

Also doing business as

Storehouse · Storehouse Financial LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David S

CFP®, Series 65

Fort Worth, TX

Storehouse Financial LLC

David Stull is a CFP® professional with 19 years of industry experience, currently serving at Storehouse Financial LLC since 2006. He is also the owner, president, and director of Granbury Anesthesia, P.C., a medical office outside the investment industry. Storehouse Financial LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, using a mix of fundamental, technical, and cyclical analysis to guide portfolio management. The firm supports a large client base with a standardized, platform-driven model and offers performance-based fee arrangements for qualified clients.

Active portfolio management Real estate investing
user avatar

Adam S

Series 63, Series 65

Fort Worth, TX

Storehouse Financial LLC

Adam Stone is a financial advisor with Storehouse Financial LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Cabin Securities Inc, StullCPA, THRIVENT Financial, and Thrivent Investment Management, alongside a 19-year career in the US Army as a Public Affairs NCO. Stone also manages business development and bookkeeping at StullCPA and volunteers bookkeeping services for a local VFW post. Storehouse Financial serves individual and high-net-worth clients, trusts, estates, and pension plans with discretionary asset management and financial planning. The firm’s approach integrates fundamental, technical, and cyclical analysis, managing accounts typically on a discretionary basis and supporting a large client base through standardized processes and affiliation with an accounting firm.

Active portfolio management Real estate investing
user avatar

Laura M

CFP®, Series 63, Series 66

Fort Worth, TX

Storehouse Financial LLC

Laura Meyers is a Certified Financial Planner® at Storehouse Financial LLC in Fort Worth, TX, with 11 years of industry experience. She has been with Storehouse Financial since 2017 and previously worked at Schulz Wealth, Ltd. from 2015 to 2017. Storehouse Financial LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios tailored to client risk profiles, supporting over 3,000 clients with a team of six advisors.

Active portfolio management Real estate investing
user avatar

Samuel B

Series 63, Series 65

Fort Worth, TX

Storehouse Financial LLC

Samuel Baker is an advisor at Storehouse Financial LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses with approximately three years of experience in financial services. His background includes roles at First Midwest Bank, Hy-Vee Inc., and Charles Schwab & Co., Inc. Storehouse Financial serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and other entities, providing discretionary asset management alongside financial planning and consulting. The firm combines fundamental, technical, and cyclical analysis in its investment approach and manages accounts primarily on a discretionary basis.

Active portfolio management Real estate investing
user avatar

Stephen S

Series 65

Fort Worth, TX

Storehouse Financial LLC

Stephen Stull is a Series 65 licensed financial advisor with Storehouse Financial LLC in Fort Worth, TX, where he has worked since 2005. He has 20 years of industry experience. In addition to his advisory role, Stull owns and operates a public accounting firm, Stull, CPA, LLC, providing tax preparation and accounting services. Storehouse Financial serves individual and high-net-worth clients, trusts, estates, pension plans, and other entities with discretionary asset management and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis in managing diversified portfolios, typically on a discretionary basis, and maintains a high client-to-advisor ratio supported by standardized processes and custodial platforms.

Active portfolio management Real estate investing
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