Stone House Investment Management, Llc
- Regulatory AUM
- $842M
- Discretionary
- $836M
- Clients
- 1,171
- Avg AUM / client
- $719K
- Accounts
- 2,833
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 900 | $322M | 38.3% |
| High net worth individuals | 253 | $507M | 60.2% |
| Charitable organizations | 2 | $1.2M | 0.14% |
| Corporations and other businesses | 16 | $11.8M | 1.4% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Raymond Scott Stone | Managing Member, Chief Compliance Officer | Feb 2006 (20y) | 25% – 50% | |
| Robert Jeffrey Brown | Managing Member | CFP | Feb 2006 (20y) | 25% – 50% |
| John Michael Burke | Managing Member | Mar 2008 (18y) | 10% – 25% | |
| Kirk Atwood Lunger | Partner | Mar 2014 (12y) | Less than 5% | |
| Christine Marie Slusark | Registered representative | Aug 2010 (16y) | ||
| Barbara Reba Grimaud | Registered representative | May 2018 (8y) | ||
| Chad Marvin Taake | Registered representative | CFP | Jun 2018 (8y) | |
| Benjamin Miles Robinson | Registered representative | Oct 2020 (6y) | ||
| Michael Cravath | Registered representative | Oct 2020 (6y) | ||
| Ryan Vassil | Registered representative | Nov 2020 (6y) | ||
| Kathryn Johnston | Registered representative | Apr 2023 (3y) | ||
| Larry David Alderson | Registered representative | CFP | Sep 2023 (3y) | |
| Jennifer May Schultz | Registered representative | May 2024 (2y) | ||
| Todd Fisher Monahan | Registered representative | Aug 2024 (2y) | ||
| Zachary Nicholas Polovitch | Registered representative | Jun 2025 (1y) | ||
| Aidan Robert Brown | Registered representative | Sep 2025 (1y) | ||
| Kurtis Royce Medeiros | Registered representative | Nov 2025 (1y) | ||
| Clay Eubanks | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
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) | 03/18/2026 | 1.05 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
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $837M (99% of AUM) Jul 2026
- TD Ameritrade $16.6M (6% of AUM) Dec 2020
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 30, 2026.
View current Form ADV (SEC/IAPD) ↗