A SLING & A STONE, INCORPORATED
Firm details
- Headquarters
- BURNET, Texas
- CRD number
- 134943
- Registered since
- December 11, 2025
- Website
- www.investorsadv.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- US Government Bonds15%
- Cash & Cash Equivalents15%
- Derivatives5%
Contacts
2 of 2John Rowe
Registered RepresentativeCRD 5938955
Matthew McCracken
Registered Investment AdvisorCRD 4408795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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