STONE PILLARS WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$60.6M
Discretionary
$60.6M
100% of AUM
Avg account
$386K
Accounts
157
Employees
4
Advisory reps
2

Firm details

Headquarters
FRANKLIN, Tennessee
CRD number
331308
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI72.64%
  • Individuals25.45%
  • Charitable Organizations1.67%
  • Pension & Profit Sharing Plans0.24%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Stone Pillars Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges clients based on a percentage of assets under management and also offers hourly billing for certain advisory work. It does not identify as an active ESG investor, does not serve as a capital allocator, and the business is not organized as a multi-state or pension-consulting adviser.

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 83%, Other 15%, Cash & Cash Equivalents 2%83%
  • Exchange Traded Equities83%
  • Other15%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • JONATHON JORDAN

    Founder, Wealth Management AdvisorCRD 5471398

  • RYAN REDMOND

    Partner, Financial AdvisorCRD 8119277

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

FRANKLIN, TN

WILLIAMSON

Location

FRANKLIN, TN

Headquartered in FRANKLIN, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
WILLIAMSON
Address
202 5th Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth