STONY POINT WEALTH MANAGEMENT INC.

HTTP://STONYPOINTWEALTH.COM/ RICHMOND, VA Investment Advisor How do I update this listing?

Stony Point Wealth Management is based out of Richmond. Stony Point Wealth Management is a large advisory firm with 387 clients and discretionary assets under management (AUM) of $246,589,301 (Form ADV from 2020-07-14). Their last reported 13F filing for Q1 2020 included $94,486,000 in managed 13F securities and a top 10 holdings concentration of 60.56%. Stony Point Wealth Management's largest holding is Invesco QQQ Trust Series 1 with shares held of 160,855. Whalewisdom has at least 10 13F filings

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03/31/2020

13F Activity

  • Market Value $94.486 Million
  • Prior Market Value $115.587 Million
  • New Purchases0 stocks
  • Additional Purchases38 stocks
  • Sold out of24 stocks
  • Reduced holdings in23 stocks
  • Top 10 Holdings % 60.56 %
  • Turnover % [1]:38.10%
  • Turnover Alt % [2]: 32.41 %
  • Time Held Top20:4.75 quarters
  • Time Held Top10:3.40 quarters
  • Time Held All:7.98 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 25.83%
Performance Last 4 Quarters: -2.11%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

STONY POINT WEALTH MANAGEMENT INC.
9020 STONY POINT PARKWAY SUITE 360
RICHMOND VA    23235
Country: United States

Business Phone: (804) 332-6574
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: VA
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 387
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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STONY POINT WEALTH MANAGEMENT INC.

ownership team - last updated 2020-06-16
Name Title Start Date Direct/Indirect % Ownership
DANIEL, MATTHEW, CLAYTON PRINCIPAL 07/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONY POINT WEALTH MANAGEMENT INC. PRINCIPAL/CCO direct 2015-07-01
DANIEL, STUART, EVANS PRINCIPAL 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
STONY POINT WEALTH MANAGEMENT INC. PRINCIPAL direct 2015-07-01
KING, ELIZABETH, ANN PRINCIPAL & CHIEF COMPLIANCE OFFICER 08/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
STONY POINT WEALTH MANAGEMENT INC. PRINCIPAL direct 2014-11-01

STONY POINT WEALTH MANAGEMENT INC.

ownership team - last updated 2020-03-25
Name Title Start Date Direct/Indirect % Ownership

STONY POINT WEALTH MANAGEMENT INC.

ownership team - last updated 2019-11-20
Name Title Start Date Direct/Indirect % Ownership
DANIEL, MATTHEW, CLAYTON PRINCIPAL 07/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONY POINT WEALTH MANAGEMENT INC. PRINCIPAL/CCO direct 2015-07-01
DANIEL, STUART, EVANS PRINCIPAL 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
STONY POINT WEALTH MANAGEMENT INC. PRINCIPAL direct 2015-07-01
KING, ELIZABETH, ANN PRINCIPAL & CHIEF COMPLIANCE OFFICER 08/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
STONY POINT WEALTH MANAGEMENT INC. PRINCIPAL direct 2014-11-01

STONY POINT WEALTH MANAGEMENT INC.

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
DANIEL, MATTHEW, CLAYTON PRINCIPAL 07/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONY POINT WEALTH MANAGEMENT INC. PRINCIPAL/CCO direct 2015-07-01
DANIEL, STUART, EVANS PRINCIPAL 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
STONY POINT WEALTH MANAGEMENT INC. PRINCIPAL direct 2015-07-01
KING, ELIZABETH, ANN PRINCIPAL & CHIEF COMPLIANCE OFFICER 08/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
STONY POINT WEALTH MANAGEMENT INC. PRINCIPAL direct 2014-11-01

STONY POINT WEALTH MANAGEMENT INC.

ownership team - last updated 2017-04-05
Name Title Start Date Direct/Indirect % Ownership
DANIEL, MATTHEW, CLAYTON PRINCIPAL/CCO 07/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONY POINT WEALTH MANAGEMENT INC. PRINCIPAL/CCO direct 2015-07-01
DANIEL, STUART, EVANS PRINCIPAL 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
STONY POINT WEALTH MANAGEMENT INC. PRINCIPAL direct 2015-07-01
KING, ELIZABETH, ANN PRINCIPAL 11/01/2014 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
STONY POINT WEALTH MANAGEMENT INC. PRINCIPAL direct 2014-11-01

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