Stone Wall Financial Group LLC
CRD 327726SEC# 801-130703San Antonio, TX
No longer SEC-registered. Stone Wall Financial Group LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2M
Employees
1
Accounts
4
Location
San Antonio, TX
Stone Wall Financial Group LLC assets under management
Stone Wall Financial Group LLC operates as an SEC-registered investment adviser based in San Antonio, TX. It reports $2 million in regulatory assets under management and employs 1 people.
Stone Wall Financial Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jerrod R Summers Control | Ceo & Cco | Over 75% | 2023 |
| Robert Pressley Cockburn | Member | 10-25% | 2023 |
Frequently asked questions
How much does Stone Wall Financial Group LLC manage?
Stone Wall Financial Group LLC reports $2 million in regulatory assets under management on its Form ADV.
How many employees does Stone Wall Financial Group LLC have?
Stone Wall Financial Group LLC reports 1 employees.
Where is Stone Wall Financial Group LLC located?
Stone Wall Financial Group LLC is based in San Antonio, TX.
Does Stone Wall Financial Group LLC disclose fund performance?
Stone Wall Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 401 E. Sonterra Blvd, Suite 375, San Antonio, TX 78258 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$2MNo change
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$2Mregulatory AUM
Discretionary $2M