A SLING & A STONE, INCORPORATED

RIASEC RegisteredEst. 2025
Total AUM
$105M
Discretionary
$69.1M
66% of AUM
Avg account
$268K
Accounts
391
Employees
3
Advisory reps
2

Firm details

Headquarters
BURNET, Texas
CRD number
134943
Registered since
December 11, 2025
Custodians
INTERACTIVE BROKERS LLC, MUTUAL FUNDS
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI45.34%
  • Individuals30.38%
  • Pension & Profit Sharing Plans17.78%
  • Corporations / Businesses3.27%
  • Charitable Organizations2.18%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

A Sling & A Stone, Incorporated is a corporation operating with a hedge-fund classification that serves both individual/family and institutional clients. The firm runs discretionary portfolio management alongside advisory services for pooled investment vehicles, and it also acts as an insurance broker and sells other financial products. Its fee menu includes a percentage-of-AUM charge, hourly fees and performance-based fees, which aligns with its role as sponsor/GP and managing member of pooled vehicles. Investment activity is tilted toward public equities: the firm reports a clear preference for exchange-traded instruments and uses separate managed accounts as a primary vehicle. At the same time A Sling & A Stone allocates to third‑party alternative managers (notably hedge funds) and maintains commodity and oil & gas exposures. The firm is not an active ESG investor and is organized under a single-state footprint for advisory purposes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, US Government Bonds 15%, Cash & Cash Equivalents 15%, Derivatives 5%65%
  • Exchange Traded Equities65%
  • US Government Bonds15%
  • Cash & Cash Equivalents15%
  • Derivatives5%

Contacts

2 of 2
  • John Rowe

    Registered RepresentativeCRD 5938955

  • Matthew McCracken

    Registered Investment AdvisorCRD 4408795

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BURNET, TX

BURNET

Location

BURNET, TX

Headquartered in BURNET, TX, in the South of the United States.

Region
South
County
BURNET
Address
123 E Jackson St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth