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 corporation and appears in the SEC record as a registered investment adviser since 2019. The firm's ownership is listed as a combination of a domestic entity and an individual. The public snapshot classifies the firm as "unclassified" and does not identify it as a capital allocator, ESG investor, multi-state adviser, pension consultant, or a related adviser. The FINTRX record provides no detail on Stax Capital’s client segments, fee schedule, advisory programs, or investment process. The firm also did not submit information about its activities or external affiliations in the provided filing.
Assets & Accounts
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, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 2262 Carmel Valley Rd
- Time zone
- PT (UTC-8)
- Office locations
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