{"url":"https://nivawealth.com/firms/storehouse-financial-140738","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/140738","regulatoryAum":240390695,"crd":"140738","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8089105","suffix":null,"lastName":"Baker","firstName":"Samuel","middleName":"Gerald"},{"crd":"5594576","suffix":null,"lastName":"MEYERS","firstName":"LAURA","middleName":"LEE"},{"crd":"6320264","suffix":null,"lastName":"STONE","firstName":"ADAM","middleName":null},{"crd":"5153633","suffix":null,"lastName":"STULL","firstName":"DAVID","middleName":"LILE"},{"crd":"5166116","suffix":null,"lastName":"STULL","firstName":"STEPHEN","middleName":"DAVID"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-07-11","regulatoryAum":119576759,"clients":723,"employees":4,"offices":2},{"filedOn":"2023-03-29","regulatoryAum":133785000,"clients":405,"employees":4,"offices":2},{"filedOn":"2024-07-09","regulatoryAum":174057891,"clients":1197,"employees":4,"offices":3},{"filedOn":"2025-07-02","regulatoryAum":207903023,"clients":3029,"employees":5,"offices":3},{"filedOn":"2026-03-25","regulatoryAum":240390695,"clients":1346,"employees":6,"offices":3}],"secFileNumber":"801-122416","legalName":"Storehouse Financial LLC","displayName":"Storehouse Financial","slug":"storehouse-financial-140738","website":"https://storehouse.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/storehouse-financial-llc/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3200 Riverfront DR., Suite 204","city":"Fort Worth","state":"TX","stateName":"Texas","country":"United States","postalCode":"76107"},"tradeNames":["Storehouse"],"registration":{"secApproved":"29 September 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":179175.407518797,"staff":{"employees":6,"advisory":6,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":240390695,"discretionary":240390695,"discretionaryAccounts":1346,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1290,"regulatoryAum":161781336},{"label":"High-net-worth individuals","clients":40,"regulatoryAum":76521956},{"label":"Pension and profit-sharing plans","clients":4,"regulatoryAum":546938},{"label":"Charitable organizations","clients":3,"regulatoryAum":243597},{"label":"Corporations and other businesses","clients":9,"regulatoryAum":1296868}],"feePrograms":[{"role":"other","program":"Financial Planning and Consulting","summary":"Negotiable depending on complexity and scope; may be billed hourly. The brochure states no fixed rate.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026238","versionId":1026238,"submittedOn":"2026-03-25","documentName":"STOREHOUSE FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T13:26:45.290644+00:00","documents":[{"name":"STOREHOUSE FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026238","versionId":1026238,"submittedOn":"2026-03-25"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":41584314},{"name":"Axos Invest LLC","shortName":"Axos Invest","location":"Las Vegas, NV","smaAssets":193033574}],"custodyNote":"Storehouse Financial does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Leigh Stull","title":"Vice President","crd":"7953661"},{"name":"Stephen Stull","title":"CEO and CCO","crd":"5166116"}],"ownership":[{"label":"Stephen Stull","detail":"Ceo and cco in the 50% to 75% ownership band and a control person, since January 2007."},{"label":"Leigh Stull","detail":"Vice president in the 50% to 75% ownership band and a control person, since July 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":3,"addresses":[{"street":"3200 Riverfront DR., Suite 204","city":"Fort Worth","headquarters":true},{"street":"201 East Pearl St.","city":"Granbury"},{"street":"206 Santa Fe DR.","city":"Weatherford"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"877-305-3233","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":76},{"label":"Derivatives","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":22},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/140738/PDF/140738.pdf","brochureDate":"25 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026238","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Storehouse Financial have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Storehouse Financial offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Storehouse Financial use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Storehouse Financial have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Storehouse Financial invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Storehouse Financial?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Storehouse Financial get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Storehouse Financial?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}