Stonehenge Private Client Group, Llc
- Regulatory AUM
- $63.6M
- Discretionary
- $0
- Clients
- 37
- Avg AUM / client
- $1.7M
- Accounts
- 37
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20 | $6.7M | 10.5% |
| High net worth individuals | 13 | $27.1M | 42.7% |
| Pension and profit sharing plans | 2 | $20.6M | 32.4% |
| Corporations and other businesses | 2 | $9.2M | 14.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Delta Industries, Inc. 401(k) Profit Sharing Plan Delta Industries, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Thomas Strickland | Registered representative | Sep 2018 (8y) |
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 |
|---|---|---|---|---|
| Delta Industries, Inc. 401(k) Profit Sharing Plan | Delta Industries, Inc. | 307 | $15.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1.17 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
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Pershing $31.6M (50% of AUM) Jun 2026
- Principal Securities, Inc. $20.8M (33% of AUM) Jun 2026
- Lincoln Financial Advisors Corporation $1.0M (2% of AUM) Jun 2026
- Charles Schwab & Co. $673K (1% of AUM) Jun 2026
- Mainstar Trust $280K (0% of AUM) Jun 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: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗