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STUART INVESTMENT ADVISORS, INC.
CRD 109995 · SEC 801-56546
623 W 38TH STREET, SUITE 110, AUSTIN, TX, 78705-1212, United States
Phone
512-478-2275
Fax
512-478-3062
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$630.5M
Discretionary AUM
$548.9M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 217 | $80.9M |
| High net worth individuals | 169 | $525.6M |
| Charitable organizations | 10 | $9.9M |
| Corporations/business entities | 5 | $3.1M |
States served
AZ, CA, CO, TX
All web addresses on file
Official SEC filing: View on IAPD