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STONY POINT CAPITAL

NEW YORK, NY · CRD 283066 · IAPD ↗ · stonypointcapital.com · (646) 847-3320

$1.49BRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — STONY POINT CAPITAL reported RAUM up 37% ($1.09B -> $1.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — STONY POINT CAPITAL crossed $1B in regulatory AUM ($450.8M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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