Data / Investment advisers / Texas / A Sling & a Stone, Incorporated
A Sling & a Stone, Incorporated, Burnet, TX: $102 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
A Sling & a Stone, Incorporated is an SEC registered investment adviser with its main office in Burnet, Texas and reports $102 million in regulatory assets under management in its Form ADV filed July 15, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and performance based fees. It advises 1 private fund.
The request: Watch A Sling & a Stone, Incorporated (CRD number 134943): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 134943
- SEC file number
- 801-132007
- SEC status
- Approved, effective December 11, 2025
- Main office
- 123 E. Jackson Suite 206, Burnet, TX 78611
- Phone
- (512) 553-5151
- Website
- investorsadv.com
- Regulatory AUM
- $102,058,435 in the Form ADV filed July 15, 2026
- Discretionary AUM
- $81,345,291
- Non discretionary AUM
- $20,713,144
- Accounts
- 445
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $850,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 411 | $50 million |
| High net worth individuals | 22 | $27.3 million |
| Pension and profit sharing plans | 3 | $17.7 million |
| Corporations or other businesses | 1 | $3.5 million |
| Charitable organizations | 3 | $2.3 million |
| Pooled investment vehicles | 6 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $102.1 million | July 15, 2026 |
| March 2, 2026 | $104.6 million | February 25, 2026 |
| January 2, 2026 | $105.2 million | December 11, 2025 |
Other advisers in Texas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Elda River Capital Management, LLC | Houston | $1.94 billion | 16 | adviserinfo.sec.gov |
| Cfo4life | Coppell | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Nexpoint Real Estate Advisors VII, L.P. | Dallas | $1.93 billion | Not listed | adviserinfo.sec.gov |
| Terry McDaniel & Company | Austin | $1.92 billion | Not listed | adviserinfo.sec.gov |
| Kildare Partners US, LLC | Westlake | $1.91 billion | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Advisers that manage private funds
- A Sling & a Stone, Incorporated on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.