Storehouse Financial provides financial planning and portfolio management for individuals and small businesses.
Storehouse Financial reports 1,346 clients. They include 1,290 individual clients, 40 high-net-worth individuals, and 9 corporations and other businesses. Of its assets, 100.0% ($240M across 1,346 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 67% |
| High-net-worth individuals | 3% | 32% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,290 | $162M | 67.3% | $125K |
| High-net-worth individuals | 40 | $76.5M | 31.8% | $1.91M |
| Pension and profit-sharing plans | 4 | $547K | 0.2% | $137K |
| Charitable organizations | 3 | $244K | 0.1% | $81.2K |
| Corporations and other businesses | 9 | $1.3M | 0.5% | $144K |
| Total | 1,346 | $240M | 100% | $179K |
- Clients
- 1,290
- Regulatory AUM
- $162M
- AUM share
- 67.3%
- Avg. per client
- $125K
- Clients
- 40
- Regulatory AUM
- $76.5M
- AUM share
- 31.8%
- Avg. per client
- $1.91M
- Clients
- 4
- Regulatory AUM
- $547K
- AUM share
- 0.2%
- Avg. per client
- $137K
- Clients
- 3
- Regulatory AUM
- $244K
- AUM share
- 0.1%
- Avg. per client
- $81.2K
- Clients
- 9
- Regulatory AUM
- $1.3M
- AUM share
- 0.5%
- Avg. per client
- $144K
Total
- Clients
- 1,346
- Regulatory AUM
- $240M
- AUM share
- 100%
- Avg. per client
- $179K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Storehouse Financial is paid through a percentage of assets under management, hourly charges and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Negotiable depending on complexity and scope; may be billed hourly. The brochure states no fixed rate.
Stephen Stull owns 50% to 75% of Storehouse Financial. The leadership team of Storehouse Financial includes President Leigh Stull. It has 6 employees.
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Storehouse Financial LLC
Stephen Stull
Control person · since January 2007
- Owns 50% to 75% of Storehouse Financial LLC
Leigh Stull
Control person · since July 2024
Storehouse Financial’s regulatory assets grew 2.0× from $120M (July 2022) to $240M (March 2026); clients rose from 723 to 1,346 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $240M | 1,346 | 6 | 3 |
| Jul 2025July 2025 | $208M | 3,029 | 5 | 3 |
| Jul 2024July 2024 | $174M | 1,197 | 4 | 3 |
| Mar 2023March 2023 | $134M | 405 | 4 | 2 |
| Jul 2022July 2022 | $120M | 723 | 4 | 2 |
Besides its headquarters, Storehouse Financial has 2 offices, with 3 listed addresses in 1 state.
Texas · 3 listed addresses
- 3200 Riverfront DR., Suite 204, Fort WorthHQ
- 201 East Pearl St., Granbury
- 206 Santa Fe DR., Weatherford
Other business names
Storehouse Financial has reported 1 other business name to the SEC.
- Storehouse
Contact and registration details
- Legal name
- Storehouse Financial LLC
- Headquarters
- 3200 Riverfront DR., Suite 204, Fort Worth, TX 76107
- Website
- storehouse.com
- Phone
- 877-305-3233
- @storehouse-financial-llc
- SEC file
- 801-122416
- Structure
- Delaware LLC
- Fiscal year end
- December
Storehouse Financial’s named custodians for separately managed accounts are Axos Invest ($193M, 82%) and Charles Schwab ($41.6M, 18%). Storehouse Financial does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $41.6M18%
- Axos InvestAxos Invest LLC · Las Vegas, NV · $193M82%
At year end, Storehouse Financial’s separately managed accounts were mostly in stocks (76%) and funds (22%).
What the accounts hold
- Stocks76%
- Funds22%
- Cash1%
- Other1%
- Derivatives1%
How many clients does Storehouse Financial have?
Storehouse Financial has 1,346 clients and manages $240 million for them, as of March 2026. They include 1,290 individual clients, 40 high-net-worth individuals, and 9 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Storehouse Financial offer?
Storehouse Financial provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Storehouse Financial use?
Storehouse Financial’s separately managed account assets are held at Axos Invest LLC (Las Vegas, NV), with $193M and Charles Schwab & Co., Inc. (Westlake, TX), with $41.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Storehouse Financial have?
Storehouse Financial has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Storehouse Financial invest in?
At the end of its last fiscal year, Storehouse Financial’s separately managed accounts held 76% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 1% derivatives and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Storehouse Financial?
Storehouse Financial’s direct owners are Stephen Stull (50% to 75%) and Leigh Stull (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Storehouse Financial get paid?
Storehouse Financial is paid through a percentage of assets under management, hourly charges and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Storehouse Financial?
Storehouse Financial’s main office is at 3200 Riverfront DR., Suite 204, Fort Worth, TX 76107. Its phone number is 877-305-3233. Its website is storehouse.com.
