# Stone Wall Financial

> Stone Wall Financial is a state-registered investment advisory firm in San Antonio, TX, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 327726
- Filed as: STONE WALL FINANCIAL
- Legal name: Stone Wall Financial Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327726
- AdvisorCensus page: https://advisorcensus.com/firm/stone-wall-financial-san-antonio-tx-327726

## Quick answers

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

**Where is Stone Wall Financial located?**
Stone Wall Financial's principal office is in San Antonio, TX, according to its Form ADV.

**Is Stone Wall Financial registered with the SEC or a state?**
Stone Wall Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 327726.

**How much does Stone Wall Financial manage?**
Stone Wall Financial reports $54,260,000 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (4% discretionary).

**How have Stone Wall Financial's assets and staff changed since 2024?**
In the Form ADV data for Stone Wall Financial: Regulatory assets under management: $0 in the October 2024 data and $54,260,000 in the October 2026 data. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Stone Wall 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/327726

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $54,260,000
- Discretionary: $2,260,000
- Non-discretionary: $52,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $410,000 |
| High net worth individuals | Fewer than 5 | $1,850,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | Fewer than 5 | $52,000,000 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonewallfg.com
- LinkedIn @stone-wall-financial-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 1 | August 21, 2024 |
| October 2025 | $2,000,000 | 1 | July 27, 2025 |
| October 2026 | $54,260,000 | 1 | August 27, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $54,260,000 in the October 2026 data.
Total employees: 1 in October 2024 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stone Wall Financial (CRD 327726): Form ADV filing data as of October 2026.