# Randall Stone Financial

> Randall Stone Financial is a state-registered investment advisory firm, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated June 7, 2026.

- CRD: 142729
- Filed as: RANDALL STONE FINANCIAL
- Legal name: Randall Carlton Stone
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: June 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142729
- AdvisorCensus page: https://advisorcensus.com/firm/randall-stone-financial-142729

## Quick answers

**How is Randall Stone Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Randall Stone Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Randall Stone Financial registered with the SEC or a state?**
Randall Stone Financial is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 142729.

**Does Randall Stone Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142729

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- randallstone.com
- randallstone.net
- randallstonefinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Randall Stone Financial (CRD 142729): Form ADV filing data as of October 2026.