Stax Capital
Firm details
- Headquarters
- Del Mar, California
- CRD number
- 300607
- Registered since
- June 10, 2019
- Website
- staxai.com
Firm profile
FINTRXOverview
Stax Capital is organized as a corporation with ownership attributed to a domestic entity and an individual. The firm’s record is minimal: it is listed as "unclassified" in the available metadata and is not identified as a capital allocator. Stax Capital does not list itself as an active ESG investor and is not flagged as operating across multiple states. It is also not described as a newly formed adviser, a pension consultant, or as having a related adviser. The dataset contains no quantitative or descriptive detail about the firm’s client base, assets under management, fee arrangements, advisory services, or investment strategies. There are likewise no public disclosures in the record about holdings, allocation preferences, or alternative-investment usage.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Stacey Morimoto
Founder & CEOCRD 4420782
Contacts
3 of 3Robert Campbell
FinOpCRD 1349154

Jason Finley
Compliance PrincipalCRD 6602034

Quinn Morimoto
Registered RepresentativeCRD 7140545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Del Mar, CA
San Diego
Location
Del Mar, CA
Headquartered in Del Mar, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 2262 Carmel Valley Rd
- Time zone
- PT (UTC-8)
- Office locations
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