STONE WALL FINANCIAL GROUP LLC
DBA: STONE WALL FINANCIAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.0M |
| Discretionary | $2.0M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $500K |
| Employees | 1 |
| Peak AUM | $2.0MMay 2025 |
| AUM CAGR | +33.0% /yrover 1 yrs · 10 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2M | — | — | — | |
| Discretionary AUM | $2M | — | |||
Key Metrics
| Total AUM | $2.0M |
| Discretionary | $2.0M |
| Employees | 1 |
| Client Accounts | 4 |
Contact & Location
Address
401 E. SONTERRA BLVD
SAN ANTONIO TX 78258
Phone
(210) 321-9300, EXT. 101
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported