# Derastone

> Derastone is an SEC-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 153748
- Filed as: DERASTONE
- Legal name: Derastone LLC
- Also doing business as: STRATEGIC INVESTORS, WEALTH HABITS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153748
- AdvisorCensus page: https://advisorcensus.com/firm/derastone-153748

## Quick answers

**How is Derastone compensated?**
On its Form ADV (Item 5.E, October 2026), Derastone reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Derastone registered with the SEC or a state?**
Derastone is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 153748.

**How much does Derastone manage?**
Derastone reports $84,323,442 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Derastone's assets and staff changed since 2021?**
In the Form ADV data for Derastone: Regulatory assets under management: $65,683,748 in the October 2021 data and $84,323,442 in the October 2026 data, up 28%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Derastone serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (9).

**Which custodians does Derastone use?**
Derastone's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Derastone 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/153748

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Minimum annual fee: $500

> We do not have a minimum account size requirement but there is a minimum annual fee of $500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $84,323,442
- Discretionary: $84,323,442
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $1,684,356 |
| High net worth individuals | 9 | $35,800,286 |
| Corporations or other businesses not listed above | Fewer than 5 | $46,838,800 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- insights.wealthhabits.com
- strategicinvestors.com
- wealthhabits.com
- Facebook @wealthhabits
- LinkedIn @derastone
- X @derastone

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $65,683,748 | 1 | August 25, 2021 |
| October 2022 | $74,844,912 | 1 | March 1, 2022 |
| October 2023 | $54,096,806 | 1 | March 29, 2023 |
| October 2024 | $72,176,061 | 1 | March 15, 2024 |
| October 2025 | $81,760,613 | 1 | March 13, 2025 |
| October 2026 | $84,323,442 | 1 | March 24, 2026 |

Regulatory assets under management: $65,683,748 in the October 2021 data and $84,323,442 in the October 2026 data, up 28%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Derastone (CRD 153748): Form ADV filing data as of October 2026.