# A Sling & a Stone, Incorporated

> 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.

- CRD: 134943
- Filed as: A SLING & A STONE, INCORPORATED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Burnet, TX
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134943
- AdvisorCensus page: https://advisorcensus.com/firm/a-sling-and-a-stone-incorporated-burnet-tx-134943

## Quick answers

**How is A Sling & a Stone, Incorporated compensated?**
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.

**Where is A Sling & a Stone, Incorporated located?**
A Sling & a Stone, Incorporated's principal office is in Burnet, TX, according to its Form ADV.

**Is A Sling & a Stone, Incorporated registered with the SEC or a state?**
A Sling & a Stone, Incorporated is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 134943.

**How much does A Sling & a Stone, Incorporated manage?**
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).

**What types of clients does A Sling & a Stone, Incorporated serve?**
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).

**Which custodians does A Sling & a Stone, Incorporated use?**
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.

**Does A Sling & a Stone, Incorporated report any disciplinary disclosures?**
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

**What changed in A Sling & a Stone, Incorporated's recent Form ADV filings?**
In the January 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC
- Mutual Funds

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.

### Regulatory assets under management (Item 5.F)
- Total: $102,058,435
- Discretionary: $81,345,291
- Non-discretionary: $20,713,144

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 411 | $50,033,915 |
| High net worth individuals | 22 | $27,341,278 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $1,131,419 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $17,743,562 |
| Charitable organizations | 3 | $2,335,419 |
| Corporations or other businesses not listed above | 1 | $3,472,842 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investorsadv.com

## Changes in the filing (last 12 months)

### January 2026
- Newly registered with the SEC.

### November 2025
- No longer lists the business name A Sling & a Stone.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. A Sling & a Stone, Incorporated (CRD 134943): Form ADV filing data as of October 2026.