Terry James Delhomme

Employer firm

Stone Wealth Partners LLC CRD 308429

$143M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 02/2017
  Oxford Asset Management, Llc
  Mcallen, TX
• 02/2017 → 12/2022
  Spire Investment Partners
  Lafayette, LA
• 12/2022 → Present
  Stone Wealth Partners Llc
  Lafayette, LA

Previous Registrations

• 2017-02-01 → 2022-12-20
  Spire Wealth Management, Llc
  Lafayette, LA
  Mclean, VA
  Lafayette, LA
  Lafayette, LA
• 2011-05-19 → 2017-11-30
  Oxford Asset Management, Llc
  Lafayette, LA
  Mcallen, TX
• 2008-11-17 → 2011-05-06
  Edward Jones
  Lafayette, LA
  Lafayette, LA
  St Louis, MO
  Lafayette, LA

Other Businesses

Owner/Manager of Geaux Park UL - a public Parking Lot since 2010. Not investment related. Lafayette, LA, owner, 0 hours per month during and after trading hours, no duties, passive investor. Delhomme Properties LLC - rental property since 2020. Not investment related, Lafayette, LA, owner, 0 hours per month during and after trading hours, no duties, passive investor. Delhomme Energy Holdings, LLC - Used for investing in oil well drilling projects since 2023. Not investment related, Lafayette, LA, owner, 0 hours per month during and after trading hours, no duties, passive investor. Silicohomme Valley, LLC - used for investing in technology Not investment related, Lafayette, LA, owner, started 2025, 0 hours per month during and after trading hours, no duties, passive investor. Helicopter Money, LLC - used for holding personal investment in small regional bank. Lafayette, LA, owner, started 2021, 0 hours per month during and after trading hours, no duties, passive investor.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-13

Other Names

• Terry J Delhomme