STONEFIELD INVESTMENT ADVISORY, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $120.3M |
| Discretionary | $120.3M100% of AUM |
| Client Accounts | 386 |
| Avg Account Size | $312K |
| Employees | 2 |
| Peak AUM | $148.0MJul 2025 |
| AUM CAGR | +0.7% /yrover 17 yrs · 21 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $120M | 18.8% | — | — | |
| Discretionary AUM | $120M | ||||
Key Metrics
| Total AUM | $120.3M |
| Discretionary | $120.3M |
| Employees | 2 |
| Client Accounts | 386 |
| Client Range | 0 |
Contact & Location
Address
425 2ND STREET SE
CEDAR RAPIDS IA 52401-1818
Phone
319-377-7811
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$120M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
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
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Pension Consultant