Investment adviser · CRD 210519

SENECA HOUSE ADVISORS

Investment adviser filing (IA)

STONY POINT WEALTH MANAGEMENT INC.

RICHMOND, VA, United States · Form ADV filed Mar 25, 2026

Regulatory AUM: $506M
Client accounts: 1,184
Employees: 8
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	155	$419,100,026	82.8%
Individuals	148	$84,376,914	16.7%
Pooled investment vehicles	1	$2,590,830	0.5%

Filing source

Form ADV 2064041 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SHA REALTY PARTNERS FUND I, LLCReal Estate Fund · Last reported Mar 25, 2026$2.59MGross asset value

Form D fundraising filings

SHA Realty Partners Fund I, LLC

Fund administrator FLEMING FINANCIAL SERVICES, P.C. BEL AIR, Maryland, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C. GLEN ALLEN, Virginia, United States

Custodian SIGNATURE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C.
PCAOB 80

Fund details & source

Fund ID: 805-9968523125
Reported beneficial owners: 15
Minimum commitment: $200K
Form D file number: 021-474305

Form ADV 2064041 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

5609 PATTERSON AVE, SUITE B
RICHMOND, VA, 23226, United States

CRD 210519

Filing source

Form ADV 2064041 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.