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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 24, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2026 | Clients | 316 | 304 | decreased by12 |
| Apr 1, 2026 | AUM | $424,716,806 | $506,067,770 | increased by$81,350,964 |
| Apr 1, 2026 | Accounts | 1,098 | 1,184 | increased by86 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 305 | 316 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $380,536,016 | $424,716,806 | increased by$44,180,790 |
| Apr 1, 2022 | Employees | 6 | 8 | increased by2 |
| Apr 1, 2022 | Clients | 337 | 305 | decreased by32 |
| Apr 1, 2022 | AUM | $287,517,685 | $380,536,016 | increased by$93,018,331 |
| Apr 1, 2022 | Accounts | 1,031 | 1,098 | increased by67 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SENECA HOUSE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SENECA HOUSE” 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.