Advisory Business
FIRM INFORMATION
Storehouse Financial LLC (“Storehouse,” “we,” “us,” “our”), a limited liability company formed in 2006, is
a registered investment advisory firm located in Fort Worth, Texas.
PRINCIPAL OWNERS
Storehouse is owned and controlled by Stephen Stull and David Stull. Stephen Stull serves as Chief
Compliance Officer.
INVESTMENT ADVISORY SERVICES
Asset Management Services:
We provide asset management services in which investment advisers manage your accounts. Our services
provide additional investment opportunities among mutual funds, stocks, bonds, mutual funds, exchange-
traded funds (ETFs), Real Estate Investment Trusts (REITs), options, and additional securities. Our asset
management services involve providing you with the continuous and ongoing supervision of your
custodial accounts.
Financial Planning and Consulting Services:
We provide financial planning services that find ways to help you understand your overall financial
situation and help you set financial objectives. We accomplish this by helping you review your financial
goals, tax planning strategies, asset allocation, risk management, retirement planning, and other areas
and objectives.
CLIENT INVESTMENT OBJECTIVES/RESTRICTIONS
Storehouse offers the same suite of services to all our clients. However, specific client financial
plans and
their implementation are dependent upon the individual client’s Investment Policy Statement, which
outlines a client’s current financial situation such as income, net worth, and risk tolerance levels. This
information is essential in the development of a client-specific plan in the selection of investments that
matches restrictions, needs, and targets. On a case by case basis, our clients may impose restrictions on
investing in certain securities or types of securities in accordance with their values or beliefs. However, if
the restrictions prevent us from properly servicing the client’s account, or if the restrictions would require
us to deviate from our standard suite of services, we reserve the right to end the relationship. We may
request additional information and documentation such as current investments, tax returns, insurance
policies, and estate plan. We will discuss your investment objectives, needs, and goals, but you must
inform us of any changes. Unless directed by you, we do not independently verify any information
provided to us by you or your attorney, accountant, or other professionals.
WRAP FEE PROGRAMS
Storehouse does not participate in, recommend, or offer wrap fee programs.
ASSETS UNDER MANAGEMENT
As of December 31, 2023, Storehouse manages $174,057,891 on a discretionary basis only.
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