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 registered with the SEC (registration year 2019) as a corporate advisory entity owned by a mix of a domestic corporate owner and an individual. FINTRX classifies the firm as "Unclassified" and does not identify it as a capital allocator. The profile indicates Stax Capital is not an active ESG investor and is not designated a multi-state or newly formed adviser. FINTRX does not list the firm's client types, fee schedule, or detailed advisory activities. There are no disclosed affiliations, industry awards, or public-facing descriptions of strategy in the source data.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
Similar firms
Financial Telesis Inc
Broker-DealerSan Rafael, CA
Sprott Global Resource Investments Ltd
Broker-DealerCarlsbad, CA
American Investors Co
Broker-DealerSan Ramon, CA
Great Pacific Securities
Broker-DealerCosta Mesa, CA
Quincy Cass Associates, Incorporated
Broker-DealerLos Angeles, CA
Griffin Capital Securities, LLC
Broker-DealerIrvine, CA