# Stone Pine Financial Partners

> Stone Pine Financial Partners is an SEC-registered investment advisory firm in Media, PA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 175287
- Filed as: STONE PINE FINANCIAL PARTNERS
- Legal name: Stone Pine Financial Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Media, PA
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175287
- AdvisorCensus page: https://advisorcensus.com/firm/stone-pine-financial-partners-media-pa-175287

## Quick answers

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

**Where is Stone Pine Financial Partners located?**
Stone Pine Financial Partners' principal office is in Media, PA, according to its Form ADV.

**Is Stone Pine Financial Partners registered with the SEC or a state?**
Stone Pine Financial Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 175287.

**How much does Stone Pine Financial Partners manage?**
Stone Pine Financial Partners reports $256,750,667 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**How have Stone Pine Financial Partners' assets and staff changed since 2021?**
In the Form ADV data for Stone Pine Financial Partners: Regulatory assets under management: $109,320,000 in the October 2021 data and $256,750,667 in the October 2026 data, up 135%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stone Pine Financial Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (102); individuals (other than high net worth individuals) (100).

**Which custodians does Stone Pine Financial Partners use?**
Stone Pine Financial Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Stone Pine Financial Partners 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/175287

**What changed in Stone Pine Financial Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $198,957,802 to $256,750,667 (+29%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $256,750,667
- Discretionary: $256,750,667
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $32,617,300 |
| High net worth individuals | 102 | $224,133,367 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [stonepinefinancial.com](https://stonepinefinancial.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $109,320,000 | 3 | June 15, 2021 |
| October 2022 | $132,306,000 | 3 | June 23, 2022 |
| October 2023 | $121,725,000 | 4 | February 3, 2023 |
| October 2024 | $146,946,979 | 4 | February 5, 2024 |
| October 2025 | $198,957,802 | 5 | March 11, 2025 |
| October 2026 | $256,750,667 | 5 | September 1, 2026 |

Regulatory assets under management: $109,320,000 in the October 2021 data and $256,750,667 in the October 2026 data, up 135%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $198,957,802 to $256,750,667 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stone Pine Financial Partners (CRD 175287): Form ADV filing data as of October 2026.