TUNKHANNOCK, PACRD 139410Latest ADV March 18, 2026
Stone House Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tunkhannock, PA. Its latest Form ADV filing, dated March 18, 2026, reports $842M in regulatory assets under management, 18 employees, 6 offices, and 2,833 accounts.
Assets Under Management
$842M
Employees
18
Offices
6 offices
Total Clients
1,171
Primary office
TUNKHANNOCK, PA
80 WEST TIOGA STREET, TUNKHANNOCK, PA, United States
Top client segmentIndividuals represent 76.9% of total clients.
Top client categories% of clientsClients
1
Individuals
76.9%
900
2
HNWI
21.6%
253
3
Corporations
1.4%
16
4
Charitable
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$842Mas of March 18, 2026
Discretionary99.3%
$836M
99% of total RAUM99.3%
Non-discretionary0.7%
$6M
1% of total RAUM0.7%
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$842M
Total Accounts2,833
10Y AUM Change+$697M (+482.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee65:1
10Y Employee Change+11 (+157.1%)
* 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.