Stone House Investment Management, LLC
Tunkhannock, PA·SEC-registered · CRD #139410
Stone House Investment Management, LLC is an SEC-registered investment advisory firm in Tunkhannock, PA managing $842M across 2.8k client accounts, with 17 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$842M
Client accounts
2.8k
Advisory staff
17
Fee model
Fee-based
How Stone House Investment Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Stone House Investment Management, LLC
How much does Stone House Investment Management, LLC manage?
Per its most recent SEC Form ADV filing (03/18/2026), Stone House Investment Management, LLC reports $842M in regulatory assets under management across roughly 2.8k client accounts.
How does Stone House Investment Management, LLC charge?
Stone House Investment Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Stone House Investment Management, LLC a fiduciary?
Yes. Stone House Investment Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #139410), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Stone House Investment Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Stone House Investment Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Tunkhannock, PA
Profile compiled from Stone House Investment Management, LLC's public SEC Form ADV filing (CRD #139410, filed 03/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Stone House Investment Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Stone House Investment Management, LLC? Claim this profile.