Fee-OnlyFinder

A Sling & a Stone, Incorporated

Hourly fees in Burnet, TX

SEC registeredNo commissions reported

Call (512) 553-5151Send a messageMap ↗

Public-record details

Address
123 E. Jackson, Suite 206, Burnet, TX 78611
Phone
(512) 553-5151
Listed under
Hourly fees, % of assets managed
CRD number
134943
Registration
SEC registered since 2025-12-11
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$102.1 million
Accounts managed
445
Clients reported (Form ADV 5.D)
446
Individual / high-net-worth clients
411 / 22
Employees
4
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-07-15

SEC registered investment adviser, CRD 134943, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.