Stonehearth Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Danvers, MA. Its latest Form ADV filing, dated March 7, 2026, reports $425M in regulatory assets under management, 8 employees, and 1,338 accounts.
Assets Under Management
$425M
Employees
8
Offices
--
Total Clients
490
Primary office
DANVERS, MA
100 CONIFER HILL DRIVE, STE 105, DANVERS, MA, 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 73.3% of total clients.
Top client categories% of clientsClients
1
Individuals
73.3%
359
2
HNWI
26.7%
131
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$425Mas of March 7, 2026
Discretionary100.0%
$425M
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$425M
Total Accounts1,338
10Y AUM Change+$219M (+106.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee61:1
10Y Employee Change+3 (+60.0%)
* 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.