LP Profile

Stonefield Investment Advisory

Also known as stonefield investment advisory

Wealth ManagerCedar Rapids, United StatesFounded 1998
Cedar Rapids
Headquarters
Investment Focus

About Stonefield Investment Advisory

Looking for a financial advisor? Our financial advisors can help with 401k management, retirement planning, IRA rollovers and more!

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Stonefield Investment Advisory from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$120.3M
Total Clients
386
Filing Date
January 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Stonefield Investment Advisory?

Stonefield Investment Advisory is a wealth manager based in Cedar Rapids, United States.

Where is Stonefield Investment Advisory headquartered?

Stonefield Investment Advisory is headquartered in Cedar Rapids, United States.

When was Stonefield Investment Advisory founded?

Stonefield Investment Advisory was founded in 1998.

How can I contact Stonefield Investment Advisory?

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