Storehouse Financial Llc
- Regulatory AUM
- $240M
- Discretionary
- $240M
- Clients
- 1,346
- Avg AUM / client
- $179K
- Accounts
- 1,346
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,290 | $162M | 67.3% |
| High net worth individuals | 40 | $76.5M | 31.8% |
| Pension and profit sharing plans | 4 | $547K | 0.23% |
| Charitable organizations | 3 | $244K | 0.1% |
| Corporations and other businesses | 9 | $1.3M | 0.54% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Northwest Orthopaedic Specialist, P.S. 401(k) Savings Plan Northwest Orthopaedic Specialist, P .S. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen David Stull | Ceo And Cco | Oct 2006 (20y) | 50% – 75% | |
| Stull, Leigh, Ann | Vice President | Jul 2024 (2y) | 50% – 75% | |
| David Lile Stull | Registered representative | CFP | Aug 2006 (20y) | |
| Laura Lee Meyers | Registered representative | CFP | Sep 2017 (9y) | |
| Adam Stone | Registered representative | Jun 2022 (4y) | ||
| Forrest Wade Hopper | Registered representative | May 2023 (3y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Northwest Orthopaedic Specialist, P.S. 401(k) Savings Plan | Northwest Orthopaedic Specialist, P .S. | 303 | $76.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Axos Clearing $193M (80% of AUM) Mar 2026
- E*TRADE (Morgan Stanley) $83.1M (76% of AUM) Oct 2021
- Charles Schwab & Co. $41.6M (17% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗