Birmingham, AL ·
$5.7 billion AUM
· 451 HNW Clients
Data sourced from SEC Form ADV filed May 28, 2025
Overview
Headquarters
Birmingham, AL
Average Client Assets
$10.3 million
SEC CRD Number
314889
Clients
HNW Share of Firm Assets
81.94%
Total Client Accounts
2,768
Discretionary Accounts
1,912
Non-Discretionary Accounts
856
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Frequently Asked Questions
Stonegate Investment Group, LLC 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 #314889), Stonegate Investment Group, LLC is subject to fiduciary duty under federal law.
Stonegate Investment Group, LLC is headquartered in BIRMINGHAM, AL.
Stonegate Investment Group, LLC serves 451 high-net-worth clients according to their SEC filing dated May 28, 2025. View client details ↓
According to their SEC Form ADV, Stonegate Investment Group, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
Stonegate Investment Group, LLC manages $5.7 billion in client assets according to their SEC filing dated May 28, 2025.
According to their SEC Form ADV, Stonegate Investment Group, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓