Stonehage Fleming

Registered investment adviser · London, Greater London · CRD #313913

Form ADV data as of 2026-09-01

Regulatory assets

$23.84 billion

Total accounts

725

Employees

110

Disclosure events

Firm details

Website: https://www.stonehagefleming.com
Telephone: +44 20 7087 0000
SEC file number: 801-122831
Most recent Form ADV filing: 2026-06-29
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$17.15 billion
Non-discretionary regulatory assets under management	$6.69 billion
Total regulatory assets under management	$23.84 billion
Discretionary accounts	593
Non-discretionary accounts	132
Total accounts	725
Regulatory assets under management attributable to non-U.S. persons	$22.88 billion

People

Total employees (excluding clerical)	110
Employees performing investment advisory functions (including research)	52
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	10

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementPerformance-based fees

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Commodity pool operator or commodity trading advisorTrust companyAccountant or accounting firmLawyer or law firmInsurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	243	$77.1 million
High net worth individuals	291	$12.52 billion
Investment companies	97	$6.70 billion
Charitable organizations	13	$2.13 billion
Corporations or other businesses not listed above	20	$649.1 million
Other	61	$1.77 billion