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A SLING & A STONE, INCORPORATED
CRD 134943 · SEC 801-132007
123 E. JACKSON, SUITE 206, BURNET, TX, 78611, United States
Phone
512-553-5151
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$104.6M
Discretionary AUM
$69.1M
Team
3 total employees; 2 advisory reps; 374 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 345 | $31.8M |
| High net worth individuals | 19 | $47.4M |
| Pooled investment vehicles | 6 | $1.1M |
| Pension/profit sharing plans | 3 | $18.6M |
| Charitable organizations | 3 | $2.3M |
| Corporations/business entities | 1 | $3.4M |
All web addresses on file
Official SEC filing: View on IAPD