Stonnington Group, LLC

Stonnington Group, LLC is an SEC-registered investment adviser based in Pasadena, California, established in 2004 by Nicholas Stonnington, Sr. The firm offers personalized financial planning and investment management services, including consultation on financial objectives, cash flow management, tax planning, and estate planning. Stonnington manages approximately $656 million in discretionary assets and $59 million on a non-discretionary basis. The firm operates under a fiduciary duty, acting in clients' best interests, and charges fees based on a percentage of assets under management, with a minimum initial account size of $1 million. Investment strategies focus on security selection, asset allocation, and tailored portfolios to meet client goals and risk tolerance. Stonnington provides investment discretion, managing client assets on a discretionary or non-discretionary basis. The firm does not charge performance-based fees and does not offer a Wrap-Fee program. Stonnington may recommend alternative investments, such as private placements or hedge funds, to certain clients based on suitability. The firm also offers services through third-party money managers and maintains relationships with Lord Abbett & Co., LLC for bond portfolio management. Clients can expect transparency regarding fees, with the ability to negotiate fees on a limited basis. Stonnington's business practices adhere to a Code of Ethics, ensuring client interests come first. The firm does not vote proxies on behalf of clients and maintains a Business Continuity Plan for disaster recovery. Clients' privacy and information security are prioritized, and the firm's Privacy Policy safeguards client data. For further details, clients can contact Nicholas Stonnington, Jr., Chief Compliance Officer.