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A SLING & A STONE, INCORPORATED
CRD 134943File 801-132007
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$102.1M
Bottom 25% of cohort (national)
Discretionary AUM
$81.3M
Non-discretionary $20.7M
Clients
446
445 accounts
Employees
4
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 11, 2025
- Principal office
- 123 E. JACKSON, SUITE 206, BURNET, TX, 78611
- Phone
- 512-553-5151
- Website
- https://www.investorsadv.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $102.1M
- Discretionary AUM
- $81.3M
- Non-discretionary AUM
- $20.7M
- Discretionary accounts
- 424
- Non-discretionary accounts
- 21
- Total accounts
- 445
- AUM per client
- $229K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.5M |
| Charitable organizations | Fewer than 5 | $2.3M |
| High net worth individuals | 22 | $27.3M |
| Pooled investment vehicles | 6 | $1.1M |
| Pension and profit sharing plans | Fewer than 5 | $17.7M |
| Individuals (other than high net worth individuals) | 411 | $50.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 3 | 4 | increased by1 |
| Aug 1, 2026 | Clients | 377 | 446 | increased by69 |
| Aug 1, 2026 | AUM | $104,627,224 | $102,058,435 | decreased by$2,568,789 |
| Aug 1, 2026 | Accounts | 391 | 445 | increased by54 |
| Mar 1, 2026 | Clients | 398 | 377 | decreased by21 |
| Mar 1, 2026 | AUM | $105,222,868 | $104,627,224 | decreased by$595,644 |
| Mar 1, 2026 | Accounts | 398 | 391 | decreased by7 |
| Jan 1, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SLING STONE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SLING STONE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.