LONDON, GREATER LONDONCRD 313913Latest ADV June 29, 2026
Stonehage Fleming is an SEC registered investment adviser organized as a corporation with a primary office location in London, Greater London. Its latest Form ADV filing, dated June 25, 2025, reports $19.5B in regulatory assets under management, 100 employees, and 690 accounts.
Assets Under Management
$23.8B
Employees
110
Offices
--
Total Clients
725
Primary office
LONDON, GREATER LONDON
6 ST JAMES'S SQUARE, LONDON, GREATER LONDON, United Kingdom
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 40.1% of total clients.
Top client categories% of clientsClients
1
HNWI
40.1%
291
2
Individuals
33.5%
243
3
Investment Cos.
13.4%
97
4
Irrevocable Trusts/Estates
8.4%
61
5
Corporations
2.8%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$23.8Bas of June 29, 2026
Discretionary71.9%
$17.2B
72% of total RAUM71.9%
Non-discretionary28.1%
$6.7B
28% of total RAUM28.1%
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.
Total AUM$23.8B
Total Accounts725
10Y AUM Change+$8.0B (+50.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees110
Clients per Employee7:1
10Y Employee Change+53 (+93.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.