Stone Asset Management, Inc.

Stone Asset Management, Inc. (CRD# 132202) is a financial advisory firm headquartered in Austin, TX. They manage $105,693,567 in 468 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    468
    ACCOUNTS
  • Average Account Value
    $225,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Stone Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kacie J. Swartz
CRD#: 4560021
703 West 10th Street, Austin, TX 78701
96
Wealthminder
score

Kacie Swartz (CRD# 4560021) is an Investment Advisor Representative working at Stone Asset Management, Inc. in Austin, TX and has over 13 years of experience in the finance industry. Kacie Swartz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William M. Stone
CRD#: 4828259
703 West 10th Street, Austin, TX 78701
90
Wealthminder
score

William Stone (CRD# 4828259) is an Investment Advisor Representative working at Stone Asset Management, Inc. in Austin, TX and has 1 year of experience in the finance industry. William Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.