• NewEdge Advisors Acquires Stonegate Investment Group, Adding $6B in Assets
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Stonegate Investment Group

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About Stonegate Investment Group

Stonegate Investment Group is an independent investment management firm focused on risk mitigation, wealth protection, and growth. Their mission is to empower clients to pursue their passions through tailored investment strategies.

Recent News

No recent news for this company.

Recent Deals

NewEdge Advisors Acquires Stonegate Investment Group, Adding $6B in Assets

March 10, 2026

Key Team Members

Zach Amrein

Head of Business Development, Chief Compliance Officer & CFO

Scott Griffith

Co-CEO

Jesse Shelmire

Co-CEO

Dave Storms, CFA

Director of Research

Justin Martin

Managing Director, Institutional Sales & ESG Advisory

Key Facts

HQ Location

Birmingham, United States

Founded

2021

Employees

11 - 50

Status

Private

Website

https://stonegateig.com