{
  "crd_number": 134943,
  "slug": "a-sling-and-a-stone-incorporated-burnet-tx-134943",
  "primary_business_name": "A SLING & A STONE, INCORPORATED",
  "legal_name": "A SLING & A STONE, INCORPORATED",
  "dbas": [],
  "city": "Burnet",
  "state": "TX",
  "country": "United States",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-11",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-15",
  "carried_forward": false,
  "raum_total": 102058435.0,
  "raum_discretionary": 81345291.0,
  "raum_non_discretionary": 20713144.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2335419.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 50033915.0,
      "count": 411
    },
    "pension_profit_sharing": {
      "raum": 17743562.0,
      "count": 3,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 27341278.0,
      "count": 22
    },
    "pooled_investment_vehicles": {
      "raum": 1131419.0,
      "count": 6
    },
    "corporations_other_businesses": {
      "raum": 3472842.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://investorsadv.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/134943",
  "city_as_filed": "BURNET",
  "url": "https://advisorcensus.com/firm/a-sling-and-a-stone-incorporated-burnet-tx-134943",
  "display_name": "A Sling & a Stone, Incorporated",
  "summary": "A Sling & a Stone, Incorporated is an SEC-registered investment advisory firm in Burnet, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.",
  "citation": "AdvisorCensus. A Sling & a Stone, Incorporated (CRD 134943): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is A Sling & a Stone, Incorporated compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), A Sling & a Stone, Incorporated reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees."
    },
    {
      "q": "Where is A Sling & a Stone, Incorporated located?",
      "a": "A Sling & a Stone, Incorporated's principal office is in Burnet, TX, according to its Form ADV."
    },
    {
      "q": "Is A Sling & a Stone, Incorporated registered with the SEC or a state?",
      "a": "A Sling & a Stone, Incorporated is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 134943."
    },
    {
      "q": "How much does A Sling & a Stone, Incorporated manage?",
      "a": "A Sling & a Stone, Incorporated reports $102,058,435 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (80% discretionary)."
    },
    {
      "q": "What types of clients does A Sling & a Stone, Incorporated serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (411); high net worth individuals (22); pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Which custodians does A Sling & a Stone, Incorporated use?",
      "a": "A Sling & a Stone, Incorporated's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC and Mutual Funds as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does A Sling & a Stone, Incorporated report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134943"
    },
    {
      "q": "What changed in A Sling & a Stone, Incorporated's recent Form ADV filings?",
      "a": "In the January 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "No longer lists the business name A Sling & a Stone."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    },
    {
      "name": "Mutual Funds",
      "name_as_filed": "MUTUAL FUNDS",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/a-sling-and-a-stone-incorporated-burnet-tx-134943.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 411,
      "fewer_than_5": false,
      "raum": 50033915.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 27341278.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1131419.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 17743562.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 2335419.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3472842.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/134943",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}