LP Profile

Heydorn Stone Capital Management

Also known as heydorn stone

Wealth ManagerLarchmont, United StatesFounded 2001
$142M
Assets Under Management
Larchmont
Headquarters
Investment Focus

About Heydorn Stone Capital Management

Heydorn Stone Capital Management is a financial planning and investment firm in Larchmont, New York, founded in 2001 and managing about $142 million. It operates as a fiduciary and states that it was started with the client at the center of every decision. The firm's advisors hold the Certified Financial Planner designation and report extensive investment experience across market cycles. It serves people at several stages, including those just starting out, those who have experienced a life event and those without the time or interest to manage planning themselves. It develops and monitors financial plans on behalf of clients.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Heydorn Stone Capital Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$142.0M
Total Clients
364
Filing Date
March 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Heydorn Stone Capital Management?

Heydorn Stone Capital Management is a wealth manager based in Larchmont, United States, managing approximately $142M in assets.

Where is Heydorn Stone Capital Management headquartered?

Heydorn Stone Capital Management is headquartered in Larchmont, United States.

How much does Heydorn Stone Capital Management manage?

Heydorn Stone Capital Management manages approximately $142M in assets under management.

When was Heydorn Stone Capital Management founded?

Heydorn Stone Capital Management was founded in 2001.

How can I contact Heydorn Stone Capital Management?

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