Stax Capital

Overview

Stax Capital is organized as a corporation and is registered with the SEC as an investment adviser since 2019. FINTRX characterizes ownership as a mix of a domestic entity and an individual. The database does not assign the firm to a standard adviser classification and notes that Stax Capital is not categorized as a capital allocator. FINTRX also indicates the firm is not actively pursuing ESG investing, is not a multi-state adviser, and is not listed as a pension consultant or a related adviser. Publicly reported detail on the firm’s client types, advisory activities, fee schedule and investment strategy is minimal in the FINTRX record. Because those items are blank in the source data, there is little on which to profile Stax Capital’s target clients or portfolio approach.

Assets & Accounts

Location & Offices