STONE WALL FINANCIAL GROUP LLC
Legal name: STONE WALL FINANCIAL
CRD #327726 SEC #801-130703 SAN ANTONIO, TX (210) 321-9300, EXT. 101
SEC Registered
Total AUM
$2M
Discretionary
$2M
Employees
1
Clients
--
Accounts
4
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SUMMERS, JERROD, R | I | CEO & CCO | E | Control |
| SUMMERS, JERROD, R | I | CEO & CCO | E | Control |
| SUMMERS, JERROD, R | I | CEO & CCO | E | Control |
| SUMMERS, JERROD, R | I | CEO & CCO | E | Control |
| SUMMERS, JERROD, R | I | CEO & CCO | E | Control |
| SUMMERS, JERROD, ROSS | I | CEO & CCO | E | Control |
| SUMMERS, JERROD, ROSS | I | CEO & CCO | E | Control |
| SUMMERS, JERROD, ROSS | I | CEO & CCO | E | Control |
| SUMMERS, JERROD, ROSS | I | CEO & CCO | E | Control |
| SUMMERS, JERROD, ROSS | I | CEO & CCO | E | Control |
| COCKBURN, ROBERT, PRESSLEY | I | MEMBER | B | |
| COCKBURN, ROBERT, PRESSLEY | I | MEMBER | B | |
| COCKBURN, ROBERT, PRESSLEY | I | MEMBER | B | |
| COCKBURN, ROBERT, PRESSLEY | I | MEMBER | B | |
| COCKBURN, ROBERT, PRESSLEY | I | MEMBER | B |
Registrations
Federal
IA
Sep 29, 2025 REGISTERED
Notice Filings (1)
TX
Address
401 E. SONTERRA BLVDSUITE 375
SAN ANTONIO, TX 78258
United States
Phone: (210) 321-9300, EXT. 101