Stax Capital
Firm details
- Headquarters
- Del Mar, California
- CRD number
- 300607
- Registered since
- June 10, 2019
- Website
- staxai.com
Firm profile
FINTRXOverview
Stax Capital is organized as a corporate advisory firm that registered with the SEC in 2019. Ownership is listed as a mix of a domestic entity and an individual, and the firm is not assigned to a specific advisor classification in public filings. Public disclosures are sparse about Stax Capital’s business model and client-facing activities. The firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Filings provided no granular detail on client segments, fee schedules, advisory services, or investment process.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Stacey Morimoto
Founder & CEOCRD 4420782
Contacts
3 of 3Robert Campbell
FinOpCRD 1349154

Jason Finley
Compliance PrincipalCRD 6602034

Quinn Morimoto
Registered RepresentativeCRD 7140545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Del Mar, CA
San Diego
Location
Del Mar, CA
Headquartered in Del Mar, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 2262 Carmel Valley Rd
- Time zone
- PT (UTC-8)
- Office locations
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