A Sling & A Stone, Incorporated
State-registered
Wealth Manager · Small ($100M–$1B)
CRD 134943
· SEC file 801-132007
· Burnet, TX
· www.investorsadv.com
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ADV data as of Jul 15, 2026
- Regulatory AUM
- $102M
- Discretionary
- $81.3M
- Clients
- 446
- Avg AUM / client
- $229K
- Accounts
- 445
- Employees
- 4
AUM over time
$35.3M
$105M
Dec 2024
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 411 | $50.0M | 49.0% |
| High net worth individuals | 22 | $27.3M | 26.8% |
| Pooled investment vehicles (non-investment companies) | 6 | $1.1M | 1.11% |
| Pension and profit sharing plans | 3 | $17.7M | 17.4% |
| Charitable organizations | 3 | $2.3M | 2.29% |
| Corporations and other businesses | 1 | $3.5M | 3.4% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Brent Mc Cracken | Registered representative | Jan 2021 (6y) | ||
| John Garrett Rowe | Registered representative | CFP Chartered Financial Consultant | Mar 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Interactive Brokers $1.8M (2% of AUM) Jul 2026
- Capital Group $600K (1% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗