Jeffrey A. Hoerle

STONE RUN CAPITAL

Osprey, FL

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CRD#: 4637633

Professional summary

Jeffrey Armstrong Hoerle, who also goes by Jeffrey Hoerle, is a registered financial advisor currently at STONE RUN CAPITAL, LLC located in Osprey, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeffrey has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Hoerle

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Armstrong Hoerle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 29, 2021 - Present

STONE RUN CAPITAL, LLC

Office #2: 551 Fifth Avenue 33rd Floor, New York, NY 10176

RIA

CRD#: 152078

Osprey, FL

Past

August 28, 2003 - October 1, 2009

REICH & TANG DISTRIBUTORS, INC.

CRD#: 28078

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STONE RUN CAPITAL, LLC

CRD#: 152078 / SEC#: 801-70845

RIA

Registered Investment Advisory firm - (12/7/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(7/29/2021)

IAR

Texas
(5/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 8/27/2003

General Securities Representative Examination

Current Firm

STONE RUN CAPITAL, LLC

CRD#: 152078 / SEC#: 801-70845

RIA

Registered Investment Advisory firm - (12/7/2009 Approved)

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Contact information

Main Address

551 Fifth Avenue 33rd Floor, New York, NY 10176

Mailing Address

Phone number

(646) 701-6087

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STONE RUN CAPITAL, LLC FORM ADV BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 334,977,410

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/20/2024	Cover Page	Report
12/15/2023	Cover Page	Report
12/19/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey A. Hoerle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Armstrong Hoerle's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONE RUN CAPITAL, LLC

REICH & TANG DISTRIBUTORS, INC.

Primary Firm SEC Registration

STONE RUN CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 8/27/2003

Current Firm

STONE RUN CAPITAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STONE RUN CAPITAL, LLC

TRUST BUT VERIFY

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