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STONEHEARTH CAPITAL MANAGEMENT

DANVERS, MA · CRD 128866 · IAPD ↗ · 978-624-3000

$425.4MRegulatory AUM
5Advisory reps
8Employees
5Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — STONEHEARTH CAPITAL MANAGEMENT now reports custody of client assets ($90.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.