Stonehearth Capital Management

RIASEC Registered
Total AUM
$425M
Discretionary
$425M
100% of AUM
Avg account
$318K
Accounts
1,338
Employees
8
Advisory reps
5

Firm details

Headquarters
Danvers, Massachusetts
CRD number
128866
Registered since
May 4, 2007
Website
www.stonehearthcapital.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI61.75%
  • Individuals38.25%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Stonehearth Capital Management is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm is registered with the SEC, having first registered in 2007, and charges clients through a mix of AUM-based fees, hourly billing, and fixed fees. Its advisory work centers on one-on-one planning and discretionary portfolio services rather than institutional or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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: Public Funds/Mutual Funds 83%, Exchange Traded Equities 6%, Cash & Cash Equivalents 4%, Other 4%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents4%
  • Other4%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 59

Active vs passive

$283M in ETFs

Passive

71%

$202M

Active

28%

$81M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM)BlackRockPassiveLarge Blend$36.4M114,63512.85%
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Location

Primary office

Danvers, MA

Essex

Location

Danvers, MA

Headquartered in Danvers, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Essex
Address
100 Conifer Hill Dr
Time zone
ET (UTC-5)
Office locations

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