Stax Capital

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Del Mar, California
CRD number
300607
Registered since
June 10, 2019
Website
staxai.com

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Stacey Morimoto

    Stacey Morimoto

    Founder & CEOCRD 4420782

Contacts

3 of 3
  • Robert Campbell

    FinOpCRD 1349154

  • Jason Finley

    Jason Finley

    Compliance PrincipalCRD 6602034

  • Quinn Morimoto

    Quinn Morimoto

    Registered RepresentativeCRD 7140545

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth