Updated September 15, 2023
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Stonegate Investment Group

Investment Advisor Firm
Total assets under management$4.1B
Years in business3+

About Stonegate Investment Group

Stonegate Investment Group, an independent SEC-registered advisory firm, offers a comprehensive suite of services tailored to affluent clients with intricate financial landscapes. Their all-encompassing wealth management approach spans custom planning, astute asset management, and vigilant risk oversight, designed to preserve and amplify client wealth.

Distinguishing itself through institutional-caliber pricing without layered fees, Stonegate places emphasis on client-specific solutions. Their asset management entails independent decision-making based on comprehensive research, with a focus on plan-driven allocations and interactive portfolio construction.

In the realm of risk management, Stonegate prioritizes capital preservation, actively monitoring portfolios, conducting rigorous due diligence, and employing flexible strategies.

Furthermore, the firm extends its expertise into trusts and estates, ensuring a lasting legacy of wealth and values through efficient philanthropy and wealth transfer strategies. Collaborating seamlessly with clients' trusted advisors, Stonegate offers expanded capabilities encompassing philanthropic planning, alternative investments, liquidity planning, institutional consulting, and more.

At Stonegate Investment Group, a commitment to personalized, high-integrity wealth management underpins their mission to protect and grow the wealth of their discerning clientele.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Asset Management
  3. Risk Management
  4. Trusts and Estates
  5. Philanthropic Planning
  6. Alternative Investments
  7. Liquidity Planning
  8. Institutional Consulting

More about Stonegate Investment Group

DesignationsMinimum asset threshold
N/AN/A
Firm CRD NumberNumber of advisors
31488911

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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