Heydorn Stone Capital Management LLC
SEC RegisteredCreate Your Tomorrow
About the firm
Heydorn Stone is a fiduciary investment advisory firm founded in 2001 by Certified Financial Planners® with extensive investment experience. The firm uses a financial planner's approach to investing, placing the client at the center of every decision. They provide personalized financial plans and investment management through a seven-step process supported by secure, cloud-based technology.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory and financial planning services, including data collection and financial dashboard setup, financial plan formulation, investment implementation with agreed-upon risk and return parameters, and ongoing plan monitoring through a secure online portal.
Who they serve
Individuals who work hard to ensure their security but lack the time, knowledge, or tools to develop and monitor a financial plan — including those just getting started, those who have experienced a life event, or those who no longer have the time or interest to manage their finances.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 50 | $24M |
| High Net Worth Individuals | 63 | $114M |
| Charitable Organizations | 2 | $1.3M |
| State/Municipal Entities | 2 | — |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Next $2,000,000 | 0.50% |
| Balance over $5,000,000 | 0.25% |
Data as of March 12, 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. Heydorn Stone Capital Management LLC 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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