Stonegate Investment Group Employee Directory

Investment ManagementAlabama, United States2-10 Employees

Stonegate Investment Group is an independent investment management firm based in Birmingham, Alabama. The company focuses on risk mitigation, wealth protection, and growth strategies designed to empower clients to pursue their passions, reflecting its core emphasis on safeguarding and expanding assets within a fiduciary framework. Serving a professional client base within the investment management industry, Stonegate positions itself as a provider of stewardship and asset management services to help clients navigate market dynamics and preserve wealth over time. The firm operates from its Birmingham location and has a relatively small team, reflecting its boutique profile in the financial services sector. A recent development in the firm’s trajectory is its acquisition by NewEdge Advisors, a move that integrates Stonegate into a broader platform serving advisory firms and clients in the region.

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