Stonefield Investment Advisory, Inc.
● SEC registered since 2025CRD 113802SEC# 801-134194Cedar Rapids, IA
Reg. AUM
$120.3M
Employees
2
Accounts
386
Location
Cedar Rapids, IA
Stonefield Investment Advisory, Inc. assets under management
Stonefield Investment Advisory, Inc. operates as an SEC-registered investment adviser based in Cedar Rapids, IA. The firm has been registered since 2025. It reports $120.3 million in regulatory assets under management and employs 2 people.
Stonefield Investment Advisory, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jon Robert Werner Control | President, Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Stonefield Investment Advisory, Inc. manage?
Stonefield Investment Advisory, Inc. reports $120.3 million in regulatory assets under management on its Form ADV.
How many employees does Stonefield Investment Advisory, Inc. have?
Stonefield Investment Advisory, Inc. reports 2 employees.
Where is Stonefield Investment Advisory, Inc. located?
Stonefield Investment Advisory, Inc. is based in Cedar Rapids, IA and has been SEC-registered since 2025.
Does Stonefield Investment Advisory, Inc. disclose fund performance?
Stonefield Investment Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 425 2nd Street SE, Suite 1200, Cedar Rapids, IA 52401-1818 |
| Phone | 319-377-7811 |
| Fax | 319-377-7834 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$120.3M▼ 19%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$120.3Mregulatory AUM
Discretionary $120.3M