Sandstone Asset Management Inc.
- Regulatory AUM
- $331M
- Discretionary
- $330M
- Clients
- 129
- Avg AUM / client
- $2.6M
- Accounts
- 129
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 106 | $290M | 87.8% |
| Charitable organizations | 3 | $22.9M | 6.92% |
| Corporations and other businesses | 15 | $14.6M | 4.41% |
| Other | 5 | $3.0M | 0.92% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Watkins, Sharon, Elizabeth | Ceo & Cco | Jun 2004 (22y) | 50% – 75% | |
| Sung, Cheryl | Operational And Financial Associate | Sep 2007 (19y) | Less than 5% | |
| Pickerl, Brent, Donald | President | Aug 2013 (13y) | 25% – 50% | |
| Dunne, Niomi, Niki | Portfolio Manager | Apr 2018 (8y) | 5% – 10% | |
| O'connor, Karen, Leigh | Cfo | May 2022 (4y) | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 947 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Clearing Canada $330M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗