Seneca House Advisors

Seneca House Advisors (CRD# 210519) is a financial advisory firm headquartered in Richmond, VA. They manage $380,426,893 in 1,082 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
5609 Patterson Ave, Suite B, Richmond, VA 23226
https://www.stonypointwealth.com/
By the Numbers
  • Total Assets Under Management
    380
    MILLION
  • Total Number of Accounts
    1,082
    ACCOUNTS
  • Average Account Value
    $351,596
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, MD, NC, NY, SC, TX, VA, WV

Financial Advisors at Seneca House Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Matthew Daniel, financial advisor Richmond VA
Matthew C. Daniel
CRD#: 5352214
5609 Patterson Ave, Suite B, Richmond, VA 23226

Matthew Daniel (CRD# 5352214) is an Investment Advisor Representative working at Seneca House Advisors in Richmond, VA and has over 14 years of experience in the finance industry.

2
Elizabeth King, financial advisor Richmond VA
Elizabeth A. King
CRD#: 4674939
5609 Patterson Ave, Suite B, Richmond, VA 23226

Elizabeth King (CRD# 4674939) is an Investment Advisor Representative working at Seneca House Advisors in Richmond, VA and has over 20 years of experience in the finance industry.

3
Tyler Napier, financial advisor Richmond VA
Tyler B. Napier
CRD#: 5894923
5609 Patterson Ave, Suite B, Richmond, VA 23226

Tyler Napier (CRD# 5894923) is an Investment Advisor Representative working at Seneca House Advisors in Richmond, VA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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