A SLING & A STONE, INCORPORATED

C38
CRD 134943·SEC 801-132007·BURNET, TX
AUM
$104.6M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$314K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
A SLING & A STONE, INCORPORATED
CRD
134943
SEC file #
801-132007
EIN
DBA names

Economics

AUM
$104.6M
AUM band
$100M-$500M
AUM trajectory
Client mix
Individuals Other345
Individuals High Net Worth19
Pooled Investment Vehicles6
Pension Profit Sharing Plans3
Charitable Organizations3

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
Primary office
BURNET TX
Branches

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMHourly chargesPerformance-based fees

Filings

Latest ADV filing
02/25/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
McCracken, Matthew, Brent
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
McCracken, Matthew, Brent
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INVESTORSADV.COM
Rdap Domain Creation Date
2005-07-16T21:50:51Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2698
Soi Zip Pct 200k Plus
0.0821
Soi Zip Returns 200k Plus
590
Soi Zip Total AGI
727,441
Fdic Zip Total Deposits
7,811,468,000
Fdic Zip Branch Count
152
Fdic Zip Top Banks
First State Bank of Burnet
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Interactive Brokers5
E*trade4
Fdic Zip Branches Raw
First State Bank of BurnetBurnet, TX
Lake Buchanan State BankBurnet, TX
Fdic Zip HHI
3741.75
Fdic Zip Top Bank Share Pct
56.15
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-16T21:50:51Z
Rdap Domain Last Changed
2025-07-17T17:01:54Z
Rdap Nameservers
Pdns03.domaincontrol.comPdns04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,521
Returns1,790
Stub 2
AGI60,965
Returns1,650
Stub 3
AGI67,936
Returns1,100
Soi Zip Total Business Income
34,713
Soi Zip Total Cap Gains
81,246
Soi Zip Total Dividends
17,062
Soi Zip Total Returns
7,190
Top Owner CRD
4408795
Trust Company Affiliate
No