Asset manager
Stonehenge Retirement Planners
Stonehenge Retirement Planners LLC · SEC-registered investment adviser · CRD 292489 · SEC 801-127326
At a glance
Stonehenge Retirement Planners is an SEC-registered investment adviser based in United States, with $0 in regulatory assets under management as of its Form ADV filed January 16, 2026. By Form ADV it is a asset manager, ranked 2,691st of 3,218 asset managers and 16,673rd of 17,210 SEC-registered advisers by assets.
stonehengerp.comAs filed on Form ADV
- Regulatory AUM
- $0M
- Rank among asset managers
- #2,691 of 3,218
- Rank among all SEC RIAs
- #16,673 of 17,210
- Clients
- 350
- Accounts
- 0
- Discretionary
- 0% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 3
Owners and executives on its Form ADV
- Mark GoldfingerPrincipal, Chief Compliance Officer
Custody and brokerage
Custodian
Stonehenge Retirement Planners’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 350 | $0M | – |
Disciplinary disclosures
Stonehenge Retirement Planners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Pension consulting
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- Other
Form ADV and brochures on the SEC’s adviser search ↗stonehengerp.com ↗
AtlasMembers
The full record on Stonehenge Retirement Planners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 626 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Stonehenge Retirement Planners manage?
Stonehenge Retirement Planners reports $0 in regulatory assets under management, on its Form ADV filed January 16, 2026.
What kind of firm is Stonehenge Retirement Planners?
Stonehenge Retirement Planners is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Stonehenge Retirement Planners’s clients?
By assets, its largest client types are pension and profit sharing plans ($0, 350 clients).
Does Stonehenge Retirement Planners have any disciplinary history?
Stonehenge Retirement Planners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Stonehenge Retirement Planners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →