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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

SENECA HOUSE ADVISORS

STONY POINT WEALTH MANAGEMENT INC., CRD 210519

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de4f3659-e366-fcaa-45ce-568267613610

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 8
On other graphs: 2
Observed: Nov 17, 2016 to Mar 25, 2026
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Seneca House Advisors

Intermediary · shared crd

Real Estate Fundsidentity

Seneca House Advisors

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $506MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $481M
Private client RAUM: $503MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,184
Individual clients: 148
High net worth clients: 155
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $137M
SEC number: 801-108723
CRD: 210519
Filings on the tape: 33
First filed: Nov 17, 2016
Latest filed: Mar 25, 2026
Organised: Corporation, VA
Website: senecahouseadvisors.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SHA REALTY PARTNERS FUND I, LLC	Real Estate Fund	$2.0M	Jul 16, 2024	13	Feb 24, 2023	reported	021-474305

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DANIEL, MATTHEW, CLAYTON	Principal	D	yes	07/2015	Nov 17, 2016	Jul 16, 2024
KING, ELIZABETH, ANN	PRINCIPAL & CHIEF COMPLIANCE OFFICER	D	yes	08/2016	Nov 17, 2016	Jul 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SHA MANAGER, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$506M	$481M	8	4	0	1	n/a
2024	Mar 28, 2025	$425M	$411M	7	3	0	1	n/a
2023	Mar 27, 2024	$380M	$379M	7	3	0	1	$2.0M
2022	Feb 24, 2023	$337M	$337M	8	5	0	1	$0
2021	Mar 7, 2022	$381M	$381M	8	5	0	n/a	n/a
2020	Mar 12, 2021	$288M	$287M	6	4	0	n/a	n/a
2019	Mar 25, 2020	$255M	$247M	6	5	0	n/a	n/a
2018	Mar 26, 2019	$238M	$227M	6	5	0	n/a	n/a
2017	Mar 30, 2018	$237M	$229M	7	5	1	n/a	n/a
2016	Mar 7, 2017	$149M	$143M	4	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	3	0	0	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$506M	$425M	19.2%	$337M	14.5%	8	7	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CARY STREET PARTNERS	3	Jul 20, 2026	Jul 20, 2026	RICHMOND, VA	Firm absorbed	RIA to ibd	100.0%

Relationships

Advises (1)

→ SHA REALTY PARTNERS FUND I, LLCPrivate fundReal Estate Fund, IA
Feb 24, 2023 to presentfactForm ADV

Moved with (1)

→ CARY STREET PARTNERSRegistered adviser3 advisors, firm absorbed, same day
Jul 20, 2026 to Jul 20, 2026factForm ADV

Registered with (4)

← Elizabeth Ann KingAdvisorregistration: previous registration
Sep 1, 2016 to Jul 20, 2026factForm ADV
← Matthew Clayton DanielAdvisorregistration: previous registration
Aug 5, 2015 to Jul 20, 2026factForm ADV
← Tyler Brice NapierAdvisorregistration: previous registration
Oct 30, 2015 to Jul 20, 2026factForm ADV
← ROBERT HUNTER HOPCROFTAdvisorregistration: previous registration
Jun 23, 2021 to Oct 2, 2023factForm ADV

Controls (2)

← KING, ELIZABETH, ANNOwnerPRINCIPAL & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Nov 17, 2016 to Jul 16, 2024factForm ADV
← DANIEL, MATTHEW, CLAYTONOwnerPRINCIPAL, ownership code D, individual
Nov 17, 2016 to Jul 16, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 20, 2026
Firm absorbed
Seneca House Advisors's advisors moved to Cary Street Partners (Richmond, VA): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Jul 20, 2026
Advisor changed firm
Tyler Brice Napier left Seneca House Advisors for Cary Street Partners (registered 2026-07-20)
Form ADVobserved 4 days ago
Occurred
Jul 20, 2026
Advisor changed firm
Matthew Clayton Daniel left Seneca House Advisors for Cary Street Partners (registered 2026-07-14)
Form ADVobserved 4 days ago
Occurred
Jul 20, 2026
Advisor changed firm
Elizabeth Ann King left Seneca House Advisors for Cary Street Partners (registered 2026-07-20)
Form ADVobserved 4 days ago
Occurred
Oct 2, 2023
Control person left
Evans Stuart Daniel (Principal) no longer on Schedule A of Seneca House Advisors (listed 2023-07-26, absent 2023-10-02)
Form ADVobserved 4 days ago
Occurred
Oct 2, 2023
Advisor changed firm
Robert Hunter Hopcroft left Seneca House Advisors for Basic Capital Advisors Llc (registered 2026-04-21)
Form ADVobserved 4 days ago
Occurred
Nov 17, 2016
First Form ADV filing
Stony Point Wealth Management Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 1, 2026
Seneca House Advisors no longer on the SEC adviser roster (last listed 2026-08-03, RAUM $506.1M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de4f3659-e366-fcaa-45ce-568267613610
First observed: Nov 17, 2016
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SENECA HOUSE ADVISORS

STONY POINT WEALTH MANAGEMENT INC., CRD 210519

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de4f3659-e366-fcaa-45ce-568267613610

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SHA REALTY PARTNERS FUND I, LLC

Real Estate Fund

$2.0M

Jul 16, 2024

Feb 24, 2023

reported

021-474305

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DANIEL, MATTHEW, CLAYTON

Principal

yes

07/2015

Nov 17, 2016

Jul 16, 2024

KING, ELIZABETH, ANN

PRINCIPAL & CHIEF COMPLIANCE OFFICER

yes

08/2016

Nov 17, 2016

Jul 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SHA MANAGER, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$506M

$481M

n/a

2024

Mar 28, 2025

$425M

$411M

n/a

2023

Mar 27, 2024

$380M

$379M

$2.0M

2022

Feb 24, 2023

$337M

2021

Mar 7, 2022

$381M

n/a

2020

Mar 12, 2021

$288M

$287M

n/a

2019

Mar 25, 2020

$255M

$247M

n/a

2018

Mar 26, 2019

$238M

$227M

n/a

2017

Mar 30, 2018

$237M

$229M

n/a

2016

Mar 7, 2017

$149M

$143M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$506M

$425M

19.2%

$337M

14.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CARY STREET PARTNERS

Jul 20, 2026

RICHMOND, VA

Firm absorbed

RIA to ibd

100.0%