STONEHEARTH CAPITAL MANAGEMENT

Overview

Stonehearth Capital Management is an independent RIA structured as an LLC that provides financial planning and portfolio management primarily for individuals and small businesses. The firm operates with a fee model that combines a percentage of assets under management with hourly charges, and it runs most client relationships on a discretionary basis. Investment activity centers on publicly traded funds and mutual funds as the primary portfolio building blocks, with a sizable tilt toward broad and factor-driven ETFs for equity exposure. The firm's portfolio approach blends pooled products for core equity and fixed income exposure with selective use of third-party alternative strategies. Stonehearth favors readily implementable vehicles—ETFs and mutual funds—for liquidity and cost control, while supplementing those allocations with private placements and other alternatives where clients seek income, yield or reduced correlation to public markets. Stonehearth is not positioned as an ESG-focused manager and operates as a single-state adviser per its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices