Stonnington Group
Stonnington Group is a 4-person Pasadena-based financial advisory team within the Prime Capital Financial network, providing personalized wealth management, family office, retirement, and pre-exit planning services to high net worth families, executives, founders, PE partners, and family offices across 49 U.S. states.
- Company typePrivate
- Founded2004
- HeadquartersPasadena, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Stonnington Group does
Stonnington Group is a Pasadena, California-based financial advisory team that provides personalized wealth management services to high net worth individuals, families, and specialized client segments including executives, founders, private equity partners, family offices, and individuals with emerging or retirement-bound wealth. The firm was founded in 2004 and operates as an affiliated team within the Prime Capital Financial network, delivering advisory services through Prime Capital Investment Advisors, LLC (PCIA), a federally registered investment adviser headquartered in Overland Park, Kansas. The team consists of four members led by Nick Stonnington (Partner & Financial Advisor), with Nicholas Stonnington as Partner & Financial Advisor, Dana Audé as Senior Registered Client Service Specialist, and Madeline Obeng as Client Service Specialist.
The firm's service portfolio spans wealth management (integrating estate, financial, tax, and investment planning), retirement plan consulting, financial wellness, family office services, and pre-exit planning for executives. Technology infrastructure is built around the third-party Orion Advisor platform for client account access and portfolio management, with no proprietary technology disclosed. The firm's services are offered through the PCIA regulatory and compliance umbrella, enabling the team to serve clients across 49 U.S. states despite its small headcount.
The revenue model is based on recurring advisory fees charged as a percentage of assets under management or flat fees for planning engagements, with pricing structured to each client's needs and not publicly disclosed. Distribution is direct and high-touch through the partners and advisors, supplemented by content marketing (a "Week in Review" blog and "Firm News" updates) hosted on the Prime Capital Financial site. The firm does not disclose revenue, AUM, headcount growth, or funding history in the available data.
Stonnington Group firmographics
Firmographics- Name
- Stonnington Group
- Legal name
- The Stonnington Group
- Website
- http://www.stonningtongroup.com/
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Stonnington Group is a 4-person Pasadena-based financial advisory team within the Prime Capital Financial network, providing personalized wealth management, family office, retirement, and pre-exit planning services to high net worth families, executives, founders, PE partners, and family offices across 49 U.S. states.
- Ownership category
- akta.pro rank
Stonnington Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Stonnington Group is headquartered
LocationHeadquarters
- HQ city
- Pasadena
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Stonnington Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: Advisory fees charged for wealth management, financial planning, and investment advisory services. Operating under Prime Capital Investment Advisors (PCIA), a federally registered investment adviser.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Customized advisory services with pricing based on individual client needs and assets under management. |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Stonnington Group product offering
Product offeringCore offering
The Stonnington Group provides personalized wealth management and financial planning services to high net worth individuals and families. Offerings integrate estate, financial, tax, and investment planning, alongside retirement plan consulting, financial wellness programs, family office services, and pre-exit planning for executives and founders. Services are delivered as an affiliated team of Prime Capital Investment Advisors, LLC, a federally registered investment adviser.
Product overview
Stonnington Group operates as a financial advisory team under Prime Capital Financial, offering an integrated suite of wealth management services. The core offerings include Wealth Management (integrating estate, financial, tax, and investment planning), Retirement Plan Consulting, and Financial Wellness programs. The firm also provides premium Family Office Services for high net worth families and multi-generational wealth preservation. Specialized advisory services address executives, founders, private equity partners, and emerging wealth clients, with services spanning from pre-exit planning to retirement readiness strategies.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Comprehensive financial planning services integrating estate, financial, tax, and investment planning for high net worth individuals and families. Delivered by the Stonnington Group team under Prime Capital Investment Advisors, LLC.
- Retirement Plan Consulting Advisory services focused on retirement readiness strategies to protect wealth and preserve income during retirement while minimizing taxes. Aimed at individuals seeking retirement income and wealth preservation strategies.
- Financial Wellness Programs and services designed to improve overall financial health and literacy for individuals and employees.
- Family Office Services Comprehensive suite of solutions tailored to preserve and enhance wealth across generations, including coordinating professional advisors. Targeted at large families navigating or launching a family office.
- Pre-Exit Planning Strategic planning services for executives and founders to optimize outcomes before company exit, focusing on maximizing post-tax returns and addressing equity concentration.
Companies that use Stonnington Group
Customer profileSegments6 records
Ideal customer profiles6 records
Stonnington Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Stonnington Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Prime Capital Financial (Prime Capital Investment Advisors)coreThe Stonnington Group is an integral part of Prime Capital Financial, an independent financial services firm. Services are offered through Prime Capital Investment Advisors (PCIA), a federally registered investment adviser headquartered in Overland Park, KS. PCIA provides the regulatory, compliance, and operational infrastructure while the Stonnington Group delivers specialized wealth management services to high net worth clients.
Recent moves4 records
Expansion highlights4 records
Stonnington Group competitors and assessment
Company assessmentDirect peers
- Prime Capital Investment Advisors: Parent RIA platform of The Stonnington Group. PCIA operates as a federally registered investment adviser with the same HNW wealth management, retirement plan consulting, and family office service offering. Directly comparable as the operating platform and brand family for which Stonnington delivers services.
- Mariner Wealth Advisors: Large independent RIA serving HNW individuals and families with comprehensive wealth management, tax planning, and family office services. Directly comparable in target segment, integrated service model, and reliance on AUM-based advisory fees.
- Creative Planning: One of the largest independent RIAs in the U.S., serving HNW clients with integrated financial planning, tax, estate, and investment management. Comparable as a fee-based, comprehensive wealth management competitor targeting similar client demographics.
- Carson Group: National network of independent financial advisors providing wealth management, retirement plan consulting, and family office services through affiliated teams. Comparable business model — boutique advisor teams operating under a centralized RIA/wealth platform with multi-state reach.
- Hightower Advisors: Partner-owned RIA platform serving HNW families, executives, and business owners with integrated wealth and family office services. Comparable in offering HNW wealth management through affiliated advisor teams backed by a shared RIA platform.
- Mercer Advisors: National RIA specializing in HNW retirement and wealth planning, with integrated estate, tax, and investment management. Directly comparable in target client, integrated service offering, and AUM-based fee model.
- Wealth Enhancement Group: Acquisitive national RIA providing comprehensive financial planning and wealth management to HNW households. Comparable as a multi-state platform supporting advisor teams serving HNW clients with integrated planning services.
- Buckingham Strategic Wealth: Independent RIA offering evidence-based financial planning and wealth management to HNW individuals and families. Comparable in fee-only RIA model, HNW focus, and integrated planning approach.
Broad incumbents
- Bessemer Trust: Specialist private wealth and investment management firm serving ultra-high-net-worth families and foundations with multi-generational wealth and family office services. Comparable in family office and HNW wealth management focus, but operates at a much larger and more institutional scale.
Emerging players
- Facet Wealth: Digital-first financial planning firm serving HNW households with flat-fee, virtual advice. Comparable HNW target segment and financial planning offering, but delivered through a tech-enabled model rather than a partner-led boutique — represents a structural competitive threat to traditional HNW advisors.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Stonnington Group social profiles
Digital presenceStonnington Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Stonnington Group leadership team
Management profileNumber of profiles
Profiles4 records
Stonnington Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Stonnington Group M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Stonnington Group
What does Stonnington Group do?
The Stonnington Group provides personalized wealth management and financial planning services to high net worth individuals and families. Offerings integrate estate, financial, tax, and investment planning, alongside retirement plan consulting, financial wellness programs, family office services, and pre-exit planning for executives and founders. Services are delivered as an affiliated team of Prime Capital Investment Advisors, LLC, a federally registered investment adviser.
Is Stonnington Group a public or private company?
Stonnington Group is a private company. It is classified as corporate owned and is currently operating.
When was Stonnington Group founded?
Stonnington Group was founded in 2004. It employs 1 to 10 people.
Where is Stonnington Group based?
Stonnington Group is headquartered in Pasadena, United States, in the North America region.
How does Stonnington Group make money?
One revenue line is on record: investment Advisory Fees.
Who are Stonnington Group's main competitors?
Direct peers on record are Prime Capital Investment Advisors, Mariner Wealth Advisors, Creative Planning, Carson Group, Hightower Advisors, Mercer Advisors, Wealth Enhancement Group and Buckingham Strategic Wealth. Bessemer Trust is listed as a broad incumbent. Facet Wealth is listed as an emerging player.
Does Stonnington Group have an API?
No public API is recorded for Stonnington Group.
What industry is Stonnington Group in?
Stonnington Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAAABAH, Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments). Its NAICS code is 523940 and its SIC code is 6282.