SEC-Registered Investment Adviser
Seneca House Advisors
Legal name: Stony Point Wealth Management INC.
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 25, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- December 6, 2016
- Principal office
- 5609 Patterson Ave, Suite B, Richmond, VA 23226
- Organized as
- Corporation, VA
- Fiscal year end
- December
Scale
- Regulatory AUM
- $506.1M
- Discretionary / non-discretionary
- $480.6M / $25.5M
- Accounts
- 1,184
- Clients
- 2
- Employees
- 8, 4 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $2.6M
- Fund types
- 1 real estate funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger
- Client assets in custody
- $136.5M (151 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting and selection of other advisers
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees, performance-based fees and other
- Client types
- individuals (other than high net worth) (148); high net worth individuals (155); pooled investment vehicles (1)
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 25, 2026). Item 11 covers the firm and its advisory affiliates.
Is this your firm? Verified Profiles give managers a structured channel for corrections, additional disclosures, and right of reply, without changing AltStreet's independent research. Learn about verification →
Source: SEC Form ADV via IARD (roster of August 3, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.