Wealth Manager
    SEC Registered
    Manages Private Funds

    Stonegate Investment Group, LLC

    Registered investment advisor · Birmingham, Alabama · CRD #314889

    Assets Under Management
    $5.7B
    Client Accounts
    2,768
    Employees
    14
    CRD Number
    314889
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Stonegate Investment Group, LLC

    We are an independent investment management firm committed to working with you to mitigate risk, protect and grow your wealth and empower you with the freedom to pursue your passions.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Stonegate Investment Group, LLC

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    Frequently Asked Questions

    What is Stonegate Investment Group, LLC's AUM?

    Stonegate Investment Group, LLC reports approximately $5.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stonegate Investment Group, LLC headquartered?

    Stonegate Investment Group, LLC is headquartered in Birmingham, Alabama.

    What is Stonegate Investment Group, LLC's CRD number?

    Stonegate Investment Group, LLC's CRD number is 314889. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Stonegate Investment Group, LLC manage?

    Stonegate Investment Group, LLC manages approximately 2,768 client accounts according to its latest SEC filing.

    Is Stonegate Investment Group, LLC SEC registered?

    Yes, Stonegate Investment Group, LLC is registered with the SEC as an investment adviser.

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