Stone Island Financial Planning

Stone Island Financial Planning (SIFP), a d/b/a of South Georgia Capital, LLC, was founded in November 2008 and is based in Naperville, Illinois. The firm offers financial planning and investment advisory services for individuals, families, retirement plans, and charitable organizations. SIFP provides combined financial planning and investment management services, standalone financial planning services, standalone investment management services, and limited-scope project-based financial planning services. The firm operates as a fiduciary for retirement accounts, acting in the best interests of clients. SIFP charges fees based on the type of engagement, with fees being negotiable. As of December 31, 2024, SIFP had approximately $137,075,138 of regulatory assets under management on a discretionary basis. The firm conducts cyclical, fundamental, or technical analysis on recommended securities and provides investment advice tailored to client objectives and risk profiles. Clients have full discretion over their investments, and SIFP does not vote client proxies. SIFP does not participate in wrap fee programs and does not have custody of client assets. Clients are encouraged to review their accounts regularly and compare statements from the custodian with reports provided by SIFP.