Stonex International Advisors Inc

RIASEC RegisteredEst. 2022

Total AUM

$107M

Discretionary

$64.2M

60% of AUM

Avg account

$1.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 153799
Registered since: March 25, 2022
Website: www.intercam.us
Custodians: PERSHING LLC, SANTANDER INVESTMENT SECURITIES INC., MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.2%
Corporations / Businesses22.98%
Individuals22.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stonex International Advisors Inc. is a corporation that registered with the SEC in 2022 and positions itself as an adviser to both individuals/families and institutional clients. Its advisory services include financial planning and portfolio management for individuals, small businesses and larger business or institutional clients. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and does not identify as an active ESG investor. Ownership is recorded as a mix of a domestic entity and an individual, and the adviser maintains relationships across the financial services ecosystem, including broker-dealer, trust company, insurance company and commodity/managed‑futures affiliations.