Stuart Investment Advisors, Inc.
RIASEC Registered
Total AUM
$631M
Discretionary
$549M
87% of AUM
Avg account
$627K
Accounts
1,005
Employees
4
Advisory reps
4
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 109995
- Registered since
- May 24, 1999
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.36%
- Individuals12.84%
- Pension & Profit Sharing Plans1.74%
- Charitable Organizations1.57%
- Corporations / Businesses0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Stuart Investment Advisors, Inc. is an independently operated, individually owned RIA serving individuals, families, and institutional clients. It is registered with the SEC and first registered in 1999. The firm charges fees based on assets under management and offers financial planning, portfolio management for individuals and small businesses, and pension consulting. It also operates as an insurance broker.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities39%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$245M in ETFs
Passive
99%
$243M
Active
0%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $136M | 365,663 | 55.28% |
Location
Primary office
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 623 W 38th St
- Time zone
- CT (UTC-6)
- Office locations
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