Stuart Investment Advisors, Inc.
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 independent registered investment adviser formed in 1999 and owned privately. The firm serves both individual and family clients as well as institutional accounts, charging advisory fees as a percentage of assets under management. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, and pension consulting, and the firm also operates as an insurance broker. The firm does not characterize itself as an active ESG investor.
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%
Contacts
3 of 4Lindsey Stuart
Investment AdvisorCRD 7688688
Carl Stuart
PresidentCRD 860980
Lisa Bocanegra
Vice PresidentCRD 2017210
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$236M in ETFs
99%
$234M
0%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $128M | 345,764 | 54.28% |
Location
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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