Stuart Investment Advisors, Inc.
● SEC registered since 1999CRD 109995SEC# 801-56546Austin, TX
Reg. AUM
$630.5M
Employees
4
Accounts
1,005
Location
Austin, TX
Stuart Investment Advisors, Inc. assets under management
Stuart Investment Advisors, Inc. is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 1999. It reports $630.5 million in regulatory assets under management and employs 4 people.
Stuart Investment Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Wilson Stuart Control | President/Chief Compliance Officer | Over 75% | 1997 |
| Linda Joann Heard | Secretary/Treasurer | Under 5% | 1999 |
| Lisa L Bocanegra | Vice President | Under 5% | 1997 |
Frequently asked questions
How much does Stuart Investment Advisors, Inc. manage?
Stuart Investment Advisors, Inc. reports $630.5 million in regulatory assets under management on its Form ADV.
How many employees does Stuart Investment Advisors, Inc. have?
Stuart Investment Advisors, Inc. reports 4 employees.
Where is Stuart Investment Advisors, Inc. located?
Stuart Investment Advisors, Inc. is based in Austin, TX and has been SEC-registered since 1999.
Does Stuart Investment Advisors, Inc. disclose fund performance?
Stuart Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 623 W 38th Street, Suite 110, Austin, TX 78705-1212 |
| Phone | 512-478-2275 |
| Fax | 512-478-3062 |
| Office hours | M-Th-8:30-5:00, F-8:30-4:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1910180 |
| Discloses disciplinary history | No |
Regulatory AUM
$630.5M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$630.5Mregulatory AUM
Discretionary $548.9MNon-discretionary $81.6M