STANSBERRY ASSET MANAGEMENT, LLC

CRD 282103 · SEC 801-107061

Visit website

1600 SOLANA BOULEVARD, BUILDING 8 SUITE 8100, WESTLAKE, TX, 76262, United States

Phone

646-854-4370

Fax

646-304-0464

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.29B

Discretionary AUM

$1.29B

Team

34 total employees; 13 advisory reps

Clients

251-500

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-03

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	396	$244.8M
High net worth individuals	579	$1.03B
Pension/profit sharing plans	11	$14.1M
Charitable organizations	7	$3.2M
Corporations/business entities	3	$2.1M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/10654485/
HTTP://STANSBERRYAM.COM/

Official SEC filing: View on IAPD