# Stone Pillars Wealth Management

> Stone Pillars Wealth Management is a state-registered investment advisory firm in Franklin, TN, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 331308
- Filed as: STONE PILLARS WEALTH MANAGEMENT
- Legal name: Stone Pillars Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331308
- AdvisorCensus page: https://advisorcensus.com/firm/stone-pillars-wealth-management-franklin-tn-331308

## Quick answers

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

**Where is Stone Pillars Wealth Management located?**
Stone Pillars Wealth Management's principal office is in Franklin, TN, according to its Form ADV.

**Is Stone Pillars Wealth Management registered with the SEC or a state?**
Stone Pillars Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331308.

**How much does Stone Pillars Wealth Management manage?**
Stone Pillars Wealth Management reports $60,550,073 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary).

**What types of clients does Stone Pillars Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (15).

**Does Stone Pillars Wealth Management 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/331308

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $60,550,073
- Discretionary: $60,550,073
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $15,412,293 |
| High net worth individuals | 15 | $43,982,801 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $146,582 |
| Charitable organizations | Fewer than 5 | $1,008,397 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonepillarswm.com
- Facebook @stonepillarswealthmanagement
- LinkedIn @jonathon-jordan-cfp
- YouTube @stonepillarswm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stone Pillars Wealth Management (CRD 331308): Form ADV filing data as of October 2026.