← Directory
SENECA HOUSE ADVISORS
Legal name: STONY POINT WEALTH MANAGEMENT INC.
CRD 210519File 801-108723
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$506.1M
Above cohort median (national)
Discretionary AUM
$480.6M
Non-discretionary $25.5M
Clients
304
1,184 accounts
Employees
8
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 6, 2016
- Principal office
- 5609 PATTERSON AVE, SUITE B, RICHMOND, VA, 23226
- Phone
- (804) 332-6574
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $506.1M
- Discretionary AUM
- $480.6M
- Non-discretionary AUM
- $25.5M
- Discretionary accounts
- 1,151
- Non-discretionary accounts
- 33
- Total accounts
- 1,184
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 155 | $419.1M |
| Pooled investment vehicles | 1 | $2.6M |
| Individuals (other than high net worth individuals) | 148 | $84.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.