DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Storehouse Financial LLC
Latest filing Mar 25, 2026
First filing on the tape Aug 30, 2021 · 15 filings
SEC status approved since Sep 29, 2021
RAUM
$240M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$238M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$48.1M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$240M as of Mar 25, 2026
Mar 24, 2022$120M then
HNW client RAUM$76.5M as of Mar 25, 2026
Mar 24, 2022$56.0M then
State-registered IARs (5.B.3)6 as of Mar 25, 2026
Mar 24, 20223 then
Employees (5.A)6 as of Mar 25, 2026
Mar 24, 20224 then
Private funds: no history
RAUM +16% over the last fiscal year+22% a year over threeIARs 3 to 6
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $48.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 266derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $178,596derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 1.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -56%derived
- Compensation
- percentage of assets, hourly, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$162M67%
- High-net-worth individuals$76.5M32%
- Corporations and businesses$1.3M0.5%
- Pension and profit-sharing plans$546,9380.2%
- Charitable organizations$243,5970.1%
- Individual clients
- 1,290reported
- HNW clients
- 40reported
- Pension plan clients
- 4reported
- Charitable clients
- 3reported
- Accounts
- 1,346reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourly, performancereported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David Lile StullCertified Financial Planner | Fort Worth, Tx | Aug 7, 2006 | 20 y | 0 |
| Stephen David Stull | Fort Worth, Tx | Oct 3, 2006 | 20 y | 0 |
| Laura Lee MeyersCertified Financial Planner | Fort Worth, Tx | Sep 14, 2017 | 13 y | 2 |
| Adam Stone | Fort Worth, Tx | Jun 20, 2022 | 19 y | 1 |
| Forrest Wade Hopper | Fort Worth, Tx | May 19, 2023 | 16 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 20% of current headcount2 left over 36 months
Left, latest
- Ruben Alonzo Garcia to MarinerMay 8, 2026 · RIA to affiliated broker-dealer or bank
- Carson Andrew Roye to Fisher InvestmentsJun 3, 2025 · RIA to RIA
Joined, latest
- Adam Stone from Thrivent Investment Management Inc.Jun 20, 2022 · Affiliated broker-dealer or bank to independent RIA
- Laura Lee Meyers from Schulz Wealth, Ltd.Sep 14, 2017 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ann Leigh Stull · Vice Presidentcontrolsince 07/2024 · owns 50% to 75%
- David Stephen Stull · Ceo And Ccocontrolsince 01/2007 · owns 50% to 75%
Related persons
Schedule D 7.A
- Stullcpa, LLCinsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Fort Worth, Tx · principal | 5 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Granbury, TX1 employees
- Weatherford, TX1 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Mar 25, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $207,903,023 to $240,390,695, advisors 3 to 6, private clients 3013 to 1330, offices 2 to 2 (2025-03-20 to 2026-03-25)peers: independent wealth managers, $100M to $500M (5,676)
- unusually high clients per advisorStatic outlier · filing Mar 25, 2026private clients per advisor of 266.0 against a peer median of 57.3 (3075 comparable advisers, 99.0th percentile, 5.9 robust deviations)peers: independent wealth managers, $100M to $500M (3,075) · 99% percentile
- account count collapseChange between filings · filing Mar 25, 2026accounts (Item 5.F.2.f) moved from 3,029.0 to 1,346.0 (-56.0%) between the annual amendments of 2025-03-20 and 2026-03-25; the peer median change was +5.0% (3688 comparable advisers, 3.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,688) · 2.6% percentile
- client count collapseChange between filings · filing Mar 25, 2026individual and HNW clients (Item 5.D) moved from 3,013.0 to 1,330.0 (-56.0%) between the annual amendments of 2025-03-20 and 2026-03-25; the peer median change was +3.0% (3310 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,310) · 1.2% percentile
What changed
consecutive filings, newest first
- Accounts · 3,029 to 1,346Aug 1, 2025 to Mar 25, 2026
- HNW clients · 22 to 40Aug 1, 2025 to Mar 25, 2026
- Individual clients · 2,991 to 1,290Aug 1, 2025 to Mar 25, 2026
- Financial planning clients · 1-10 to 0Aug 1, 2025 to Mar 25, 2026
- Discretionary RAUM · $208M to $240MAug 1, 2025 to Mar 25, 2026
- HNW RAUM · $38.0M to $76.5MAug 1, 2025 to Mar 25, 2026
- Individual RAUM · $165M to $162MAug 1, 2025 to Mar 25, 2026
- Pension RAUM · $144,619 to $546,938Aug 1, 2025 to Mar 25, 2026
- RAUM · $208M to $240MAug 1, 2025 to Mar 25, 2026
- Advisory employees · 5 to 6Jul 2, 2025 to Aug 1, 2025
- Employees · 5 to 6Jul 2, 2025 to Aug 1, 2025
- State-registered IARs · 5 to 6Jul 2, 2025 to Aug 1, 2025
- Advisory employees · 3 to 5Jun 3, 2025 to Jul 2, 2025
- BD registered reps · 2 to 0Jun 3, 2025 to Jul 2, 2025
- Employees · 3 to 5Jun 3, 2025 to Jul 2, 2025
- Financial planning clients · 1-10 to 1-10Jun 3, 2025 to Jul 2, 2025
- State-registered IARs · 3 to 5Jun 3, 2025 to Jul 2, 2025
- Employees · 4 to 3Mar 20, 2025 to Jun 3, 2025
- Accounts · 1,197 to 3,029Jul 9, 2024 to Mar 20, 2025
- Charity clients · 2 to 3Jul 9, 2024 to Mar 20, 2025
- Corporate clients · unset to 9.0Jul 9, 2024 to Mar 20, 2025
- HNW clients · 26 to 22Jul 9, 2024 to Mar 20, 2025
- Individual clients · 1,168 to 2,991Jul 9, 2024 to Mar 20, 2025
- Pension plan clients · 1 to 4Jul 9, 2024 to Mar 20, 2025
- Discretionary RAUM · $174M to $208MJul 9, 2024 to Mar 20, 2025
- HNW RAUM · $47.3M to $38.0MJul 9, 2024 to Mar 20, 2025
- Individual RAUM · $124M to $165MJul 9, 2024 to Mar 20, 2025
- Pension RAUM · $2.3M to $144,619Jul 9, 2024 to Mar 20, 2025
- RAUM · $174M to $208MJul 9, 2024 to Mar 20, 2025
- Other offices · 1 to 2Mar 29, 2024 to Jul 9, 2024
- Accounts · 405 to 1,197Mar 29, 2023 to Mar 29, 2024
- Charity clients · unset to 2.0Mar 29, 2023 to Mar 29, 2024
- HNW clients · 9 to 26Mar 29, 2023 to Mar 29, 2024
- Individual clients · 396 to 1,168Mar 29, 2023 to Mar 29, 2024
- Pension plan clients · unset to 1.0Mar 29, 2023 to Mar 29, 2024
- Financial planning clients · 0 to 1-10Mar 29, 2023 to Mar 29, 2024
- Discretionary RAUM · $134M to $174MMar 29, 2023 to Mar 29, 2024
- HNW RAUM · $13.0M to $47.3MMar 29, 2023 to Mar 29, 2024
- Individual RAUM · $121M to $124MMar 29, 2023 to Mar 29, 2024
- Pension RAUM · unset to 2339220.0Mar 29, 2023 to Mar 29, 2024
Signals
5 dated events
- Ruben Alonzo Garcia left Storehouse Financial Llc for Mariner (registered 2026-06-11)May 8, 2026 · Advisor changed firm · fact
- Carson Andrew Roye left Storehouse Financial Llc for Fisher Investments (registered 2025-08-25)Jun 3, 2025 · Advisor changed firm · fact
- Lile David Stull (President) no longer on Schedule A of Storehouse Financial Llc (listed 2024-03-29, absent 2024-07-09)Jul 9, 2024 · Control person left · inference
- Ann Leigh Stull (Vice President) appeared on Schedule A of Storehouse Financial LlcJul 9, 2024 · Control person joined · fact
- Storehouse Financial Llc filed its initial SEC registration (Form ADV)Aug 30, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@storehousefinancial.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- sbaker@storehousefinancial.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 817-349-6099reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 817-389-8642reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 817-662-7012reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/storehouse-financial-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- STOREHOUSEFINANCIAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 877-305-3233reportedpublic record, Form ADV, Mar 25, 2026
- Contact form
- storehousefinancial.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- storehousefinancial.com/our-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $48.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026