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Stonex Advisors Inc.

● SEC registered since 2014CRD 174182SEC# 801-80747Birmingham, AL
Export (members)
Reg. AUM
$5.09B
Employees
220
Accounts
15,487
Location
Birmingham, AL

Stonex Advisors Inc. assets under management

Stonex Advisors Inc. operates as an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2014. It reports $5.1 billion in regulatory assets under management and employs 220 people.

Stonex Advisors Inc. owners & executives

11 reported
NameTitleOwnershipSince
Andrew R Chambless ControlGeneral CounselUnder 5%2014
Brian Lane Parker ControlChief Compliance OfficerUnder 5%2026
Charles Martin Lyon ControlDirectorUnder 5%2016
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Frequently asked questions

How much does Stonex Advisors Inc. manage?

Stonex Advisors Inc. reports $5.1 billion in regulatory assets under management on its Form ADV.

How many employees does Stonex Advisors Inc. have?

Stonex Advisors Inc. reports 220 employees.

Where is Stonex Advisors Inc. located?

Stonex Advisors Inc. is based in Birmingham, AL and has been SEC-registered since 2014.

Does Stonex Advisors Inc. disclose fund performance?

Stonex Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243
Phone800-292-2411
Office hours9-5
SEC regionAtlanta Regional Office (ARO)
CIK1650393
Discloses disciplinary historyYes

Regulatory AUM

$5.09B▲ 13%
Mar '25 — $4.52BApr '25 — $4.52BMay '25 — $4.52BJun '25 — $4.52BJul '25 — $4.52BAug '25 — $4.52BSep '25 — $4.52BOct '25 — $4.52BNov '25 — $4.52BDec '25 — $5.09BJan '26 — $5.09BFeb '26 — $5.09BMar '26 — $5.09BApr '26 — $5.09BMay '26 — $5.09BJun '26 — $5.09B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers

Assets under management

$5.09Bregulatory AUM
Discretionary $3.81BNon-discretionary $1.29B