Stone Capital Management A Subsidiary Of First Community Bank (Beckley)

Name: Stone Capital Management A Subsidiary Of First Community Bank
Address: 207 Brookshire Lane, Beckley, WV, 25801
Telephone: 304-256-3981

Stone Capital Management A Subsidiary Of First Community Bank is a large advisory firm based in Beckley. It manages $71.94 million of regulatory assets for 319 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida and West Virginia.

Stone Capital Management A Subsidiary Of First Community Bank provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stone Capital Management A Subsidiary Of First Community Bank: assets under management

The assets under management (AUM) of Stone Capital Management A Subsidiary Of First Community Bank is $71.94 million. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $58.96 million in discretionary accounts and $12.98 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $403.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $75.01 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stone Capital Management A Subsidiary Of First Community Bank for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stone Capital Management A Subsidiary Of First Community Bank

Joseph Dewey Stone has been acting as President since 1 Dec 1999. Amire Oldham joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Dewey Stone	President	1 Dec 1999	Other	2261273
Inc. First Community Bancshares	Owner	1 Jan 2003	75% - 100%	55-0694814
Aldo Albert Modena	Director	1 Jan 2003	Other	4628948
William Perry Stafford	Director	1 Jan 2003	Other	4628950
Amire Oldham	Chief compliance officer	1 Nov 2004	Other	4895170
Vladimire Carag Oldham	Chief compliance officer	1 Nov 2004	Other	4895170

Based in Beckley

The principal office where Stone Capital Management A Subsidiary Of First Community Bank performs its advisory services is located at 207 Brookshire Lane, Beckley, WV 25801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 304-256-3981 or by fax 304-256-3983. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.stonecapitalmgmt.com.