Stuart Investment Advisors, Inc.
Stuart Investment Advisors, Inc. is an SEC-registered wealth manager in Austin, TX with $630.5M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Stuart Investment Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109995, SEC 801-56546, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $630.5M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Austin, TX
- Employees
- 4
- Clients
- 401
- CRD
- 109995
- Ownership
- STUART, CARL, WILSON; BOCANEGRA, LISA, A; HEARD, LINDA, JOANN; BOCANEGRA, LISA, L
How much AUM does Stuart Investment Advisors, Inc. have?
Stuart Investment Advisors, Inc. reported $630.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Stuart Investment Advisors, Inc.?
Disclosed owners and executives of Stuart Investment Advisors, Inc. include STUART, CARL, WILSON, BOCANEGRA, LISA, A, HEARD, LINDA, JOANN, BOCANEGRA, LISA, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.