Investment adviser · CRD 113802
STONEFIELD INVESTMENT ADVISORY, INC.
Investment adviser filing (IA)
CEDAR RAPIDS, IA, United States · Form ADV filed Jan 27, 2026
- Regulatory AUM
- $120M Form ADV · Item 5.F
- Client accounts
- 386 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 29 | $58,122,569 | 48.3% |
| Individuals | 152 | $49,627,431 | 41.3% |
| Retirement plans | 2 | $12,000,000 | 10.0% |
| Corporations & businesses | 1 | $500,000 | 0.4% |
Filing source
Form ADV 2044240 · Jan 27, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
425 2ND STREET SE, SUITE 1200CEDAR RAPIDS, IA, 52401-1818, United States
CRD 113802
Filing source
Form ADV 2044240 · Jan 27, 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.