STONEFIELD INVESTMENT ADVISORY, INC.
CRD #113802 SEC #801-134194 CEDAR RAPIDS, IA 319-377-7811
SEC Registered
Total AUM
$108M
Discretionary
$108M
Employees
2
Clients
0
Accounts
218
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $108M | $108M | $0 | 2 | 5 |
| Oct 2025 | $108M | $108M | $0 | 2 | 5 |
| Sep 2025 | $108M | $108M | $0 | 2 | 5 |
| Aug 2025 | $148M | $148M | $0 | 2 | 5 |
| Jul 2025 | $148M | $148M | $0 | 2 | 5 |
| May 2012 | $48M | $48M | $0 | 1 | 400 |
| Mar 2012 | $48M | $48M | $0 | 1 | 400 |
| Mar 2012 | $48M | $48M | $0 | 1 | 400 |
| Jan 2012 | $28M | $28M | $0 | 1 | 400 |
| Jan 2012 | $28M | $28M | $0 | 1 | 400 |
| Jan 2012 | $28M | $28M | $0 | 1 | 400 |
| Jul 2011 | $27M | $27M | $0 | 5 | -- |
| Jun 2011 | $32M | $32M | $0 | 5 | -- |
| Mar 2011 | $45M | $45M | $0 | 10 | -- |
| Jan 2010 | $45M | $45M | $0 | 10 | -- |
| Mar 2009 | $33.9M | $33.9M | $0 | 10 | -- |
DateOct 2025
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees2
Clients5
DateOct 2025
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees2
Clients5
DateSep 2025
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees2
Clients5
DateAug 2025
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees2
Clients5
DateJul 2025
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees2
Clients5
DateMay 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients400
DateJan 2012
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees1
Clients400
DateJan 2012
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees1
Clients400
DateJan 2012
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees1
Clients400
DateJul 2011
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$33.9M
Discretionary$33.9M
Non-Disc.$0
Employees10
Clients--