Storehouse Advisory Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,733,420
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Storehouse Advisory Group provides ongoing investment supervisory services and financial planning to individual clients. As of December 31, 2025 the firm reported managing approximately $1.73 million across three individual accounts and generally charges advisory fees as a percentage of assets, billed quarterly.
The firm uses a client-centered financial planning process to establish objectives, income and tax considerations, life insurance needs and risk tolerance, then implements strategic asset allocation primarily using individual stocks, exchange-traded funds and mutual funds; it also offers a Socially Responsible Investing (SRI) option that allows clients to impose restrictions based on personal values. Accounts are managed on a non-discretionary basis—trades require client authorization—and the firm conducts regular reviews (weekly for accounts over $100,000 and at least quarterly for smaller accounts).
Notable distinctions include that the firm’s principal maintains a licensed insurance practice and recommends or sells life, health, long-term care, Medigap and fixed annuity products for commission, which the brochure discloses as a potential conflict of interest. The firm also disclosed a past consent order related to a failure to renew state registration (resulting in a $500 penalty and reinstatement effective January 1, 2018), a disclosure event that is uncommon among peers in this category.
Client services
Financial planning
Portfolio management
Fee options
0.5% to 2% annually, negotiable based on size and complexity of the account
Commissions received from sales of insurance products, paid directly by insurer to Stephen R. Arnold
Fee-only: Investment advisory fees based on assets under management
Main office location
Storehouse Advisory Group
Knoxville TN, United States
Number of offices
1
Most active in
Storehouse Advisory Group has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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