A Sling & A Stone, Incorporated is an SEC registered investment adviser organized as a corporation with a primary office location in Burnet, TX. Its latest Form ADV filing, dated February 25, 2026, reports $105M in regulatory assets under management, 3 employees, and 391 accounts.
Assets Under Management
$105M
Employees
3
Offices
--
Total Clients
377
Primary office
BURNET, TX
123 E. JACKSON, SUITE 206, BURNET, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.5% of total clients.
Top client categories% of clientsClients
1
Individuals
91.5%
345
2
HNWI
5.0%
19
3
Pooled Investment Vehicles
1.6%
6
4
Pension Plans
0.8%
3
5
Charitable
0.8%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$105Mas of February 25, 2026
Discretionary66.0%
$69M
66% of total RAUM66.0%
Non-discretionary34.0%
$36M
34% of total RAUM34.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$105M
Total Accounts391
10Y AUM Change+$67M (+174.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee126:1
10Y Employee Change+2 (+200.0%)
* 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.