Stonex Advisors Inc.

Overview

Stonex Advisors Inc. is a SEC-registered corporate adviser (registered in 2014) that manages assets for individual, family and institutional clients. The firm offers a mix of financial planning and discretionary portfolio management for individuals, small businesses and institutions, plus pension consulting, selection of other advisers and educational workshops. It also operates as an insurance broker and maintains industry affiliations that include a broker-dealer relationship and ties to other adviser and insurance entities. Fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee engagements. The firm functions as a capital allocator to third-party managers and identifies itself as an active ESG investor, indicating incorporation of environmental, social and governance considerations into at least some client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices