CEDAR RAPIDS, IACRD 113802Latest ADV January 27, 2026
Stonefield Investment Advisory, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cedar Rapids, IA. Its latest Form ADV filing, dated January 27, 2026, reports $120M in regulatory assets under management, 2 employees, and 386 accounts.
Assets Under Management
$120M
Employees
2
Offices
--
Total Clients
184
Primary office
CEDAR RAPIDS, IA
425 2ND STREET SE, SUITE 1200, CEDAR RAPIDS, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.6% of total clients.
Top client categories% of clientsClients
1
Individuals
82.6%
152
2
HNWI
15.8%
29
3
Pension Plans
1.1%
2
4
Corporations
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$120Mas of January 27, 2026
Discretionary100.0%
$120M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$120M
Total Accounts386
10Y AUM Change+$12M (+11.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee92:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.