A SLING & A STONE, INCORPORATED
SEC RegisteredWe are a fee-only, fiduciary investment adviser based in Burnet, Texas, located amongst the Highland Lakes about 50 miles "west of weird".
About the firm
A Sling & A Stone is a fee-only, fiduciary investment adviser based in Burnet, Texas. The firm has served every client as a fiduciary since 2005 and uses a proprietary system called the Market Anomaly Program (MAP) to identify anomalies in stock prices and pinpoint low-risk entry points for building market exposure.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only fiduciary investment advisory services, retirement asset management using a safety-first approach, a proprietary Market Anomaly Program (MAP) for individual equities (US and international) and alternative assets, and a two-tiered risk management process to minimize losses during bear markets.
Who they serve
Retirees and investors seeking financial security and retirement asset management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 345 | $32M |
| High Net Worth Individuals | 19 | $47M |
| Pension/Profit Sharing Plans | 6 | $1.1M |
| Charitable Organizations | 3 | $19M |
| State/Municipal Entities | 3 | — |
374 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.00% |
| $500,001 - $1,000,000 | 0.85% |
| $1,000,001 - $2,000,000 | 0.70% |
| $2,000,001 - $3,500,000 | 0.50% |
| $3,500,001 - $5,000,000 | 0.35% |
| $5,000,001+ | 0.20% |
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. A SLING & A STONE, INCORPORATED has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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