Stony Point Wealth Management Inc.
- Regulatory AUM
- $506M
- Discretionary
- $481M
- Clients
- 304
- Avg AUM / client
- $1.7M
- Accounts
- 1,184
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 148 | $84.4M | 16.7% |
| High net worth individuals | 155 | $419M | 82.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $2.6M | 0.51% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $2.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sha Realty Partners Fund I, Llc | Real Estate Fund | Virginia | $2.0M | 13 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Clayton Daniel | Principal | CFP | Jul 2015 (11y) | 50% – 75% |
| Elizabeth Ann King | Principal & Chief Compliance Officer | CFP | Aug 2016 (10y) | 50% – 75% |
| Tyler Brice Napier | Registered representative | CFP | Oct 2015 (11y) |
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.
Private funds (1, $2.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sha Realty Partners Fund I, Llc | Real Estate Fund | $2.0M | $200K | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.22 MB | 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $452M (89% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗