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.

Former SEC-registered adviser

Stonekimbro

Former SEC-registered adviserIrvine, CaliforniaCRD 317356SEC 801-123223IAPD
Legal name Stone Insurance Services, Inc.
Latest filing Jul 11, 2022
First filing on the tape Jan 12, 2022 · 9 filings
RAUM
$20,000
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$20,000 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$20,000 as of Jul 11, 2022
Jan 12, 2022$0 then
HNW client RAUM$0 as of Jul 11, 2022
Jan 12, 2022$0 then
State-registered IARs (5.B.3)5 as of Jul 11, 2022
Jan 12, 20225 then
Employees (5.A)9 as of Jul 11, 2022
Jan 12, 20229 then
Private funds: no history
Practice profile
derived from the filing of Jul 11, 2022; every figure names its basis
RAUM per advisor
$4,000derivedRAUM over IAPD advisors; not a book size
Clients per advisor
0derivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$10,000derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.8derivedItem 5.A over advisors
Advisors per office
2.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 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
  • is an insurance broker or agent (6.A.6)
  • 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$20,000100%
Individual clients
2reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
2reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Marie Diane Kimbro · Principal Owner & Officercontrol
    since 10/2020 · owns 25% to 50%
  • Jon Eric Kimbro · Chief Compliance Officercontrol
    since 01/2022 · owns less than 5%
  • Phillips Bruce Stone · Principal Owner & Officercontrol
    since 06/1969 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Costa Mesa, Ca000
Offices
Schedule D 1.F, the 25 largest
  • Los Angeles, CA5 employees
What changed
consecutive filings, newest first
  • Legal name · STONE INSURAANCE SERVICES, INC. to STONE INSURANCE SERVICES, INC.
    Jun 4, 2022 to Jun 18, 2022
  • Accounts · 0 to 2
    May 2, 2022 to Jun 4, 2022
  • Individual clients · 0 to 2
    May 2, 2022 to Jun 4, 2022
  • Discretionary RAUM · $0 to $20,000
    May 2, 2022 to Jun 4, 2022
  • Individual RAUM · $0 to $20,000
    May 2, 2022 to Jun 4, 2022
  • RAUM · $0 to $20,000
    May 2, 2022 to Jun 4, 2022
  • Legal name · STONEKIMBRO, LLC to STONE INSURAANCE SERVICES, INC.
    Jan 12, 2022 to Jan 18, 2022
Signals
6 dated events
  • Evan Peter Kimbro left Stonekimbro for Independent Financial Group, Llc (registered 2026-01-08)
    Jun 19, 2025 · Advisor changed firm · fact
  • Hagop (Jacob) Sahak Tujian left Stonekimbro for Rfg Advisory, Llc (registered 2026-04-13)
    Jun 19, 2025 · Advisor changed firm · fact
  • Bruce Phillips Stone no longer registered at Stonekimbro; no later IA registration on IAPD
    Jun 19, 2025 · Advisor departure · fact
  • Troy Dean Folk no longer registered at Stonekimbro; no later IA registration on IAPD
    Jun 19, 2025 · Advisor departure · fact
  • Diane Marie Kimbro no longer registered at Stonekimbro; no later IA registration on IAPD
    Jun 19, 2025 · Advisor departure · fact
  • Stonekimbro filed its initial SEC registration (Form ADV)
    Jan 12, 2022 · 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.
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
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026