STONY POINT WEALTH MANAGEMENT INC.

SENECA HOUSE ADVISORS

RICHMOND, Virginia·3 registered advisors·CRD# 210519

SEC# 801-1087230(804) 332-6574

01

Firm Overview

AUM

$380M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Other: PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT

03

Specialties

Financial Planning Investment Management Retirement Planning Wealth Management

04

Advisors at STONY POINT WEALTH MANAGEMENT INC.

3 registered advisors

Elizabeth Ann King

RICHMOND, Virginia

Matthew Clayton Daniel

RICHMOND, Virginia

Stuart Evans Daniel

RICHMOND, Virginia

05

Office Locations

RICHMOND, Virginia

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Data sourced from SEC Form ADV filings. STONY POINT WEALTH MANAGEMENT INC. (CRD# 210519) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.