Overview
Assets Under Management: $148 million
Headquarters: CEDAR RAPIDS, IA
High-Net-Worth Clients: 24
Average Client Assets: $1 million
Frequently Asked Questions
STONEFIELD INVESTMENT ADVISORY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113802), STONEFIELD INVESTMENT ADVISORY, INC. is subject to fiduciary duty under federal law.
STONEFIELD INVESTMENT ADVISORY, INC. is headquartered in CEDAR RAPIDS, IA.
STONEFIELD INVESTMENT ADVISORY, INC. serves 24 high-net-worth clients according to their SEC filing dated August 05, 2025. View client details ↓
According to their SEC Form ADV, STONEFIELD INVESTMENT ADVISORY, INC. offers financial planning and portfolio management for individuals. View all service details ↓
STONEFIELD INVESTMENT ADVISORY, INC. manages $148 million in client assets according to their SEC filing dated August 05, 2025.
According to their SEC Form ADV, STONEFIELD INVESTMENT ADVISORY, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.70
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 330
Discretionary Accounts: 330
Regulatory Filings
CRD Number: 113802
Filing ID: 2007783
Last Filing Date: 2025-08-05 11:00:00
Website: https://www.stonefieldinvestments.com