Stonex Advisors Inc.

RIASEC RegisteredEst. 2014

Total AUM

$5.1B

Discretionary

$3.8B

75% of AUM

Avg account

$329K

Accounts

15,487

Employees

220

Advisory reps

242

Firm details

Headquarters: Birmingham, Alabama
CRD number: 174182
Registered since: December 17, 2014
Website: join.saswealth.com
Custodians: STONEX FINANCIAL INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.1%
Individuals44.73%
Corporations / Businesses2.4%
State / Municipal Government1.69%
Charitable Organizations0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stonex Advisors Inc. is an independent registered investment adviser that entered SEC registration in 2014. The firm operates as a capital allocator for both individual and institutional clients and combines portfolio management with financial planning and education. Its advisory services include portfolio management for individuals, small businesses and institutions, selection of outside managers, pension consulting services, and delivery of seminars and workshops. Stonex also conducts insurance brokerage activity and maintains affiliations across the financial-services ecosystem, including relationships with broker-dealers, other advisers, commodity/futures entities and an insurance company. The firm reports an active approach to ESG investing and charges clients via a mix of AUM-based fees, hourly billing and fixed fees.