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 and is registered with the SEC since 2019. The firm is owned by a combination of a domestic entity and an individual. Publicly available classification labels the adviser as unclassified. The firm is not identified as a capital allocator, does not flag itself as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It also does not appear to act as a pension consultant or to be flagged as a related adviser. The dataset does not include descriptions of the firm’s advisory services, fee schedule, client segments, or specific business activities, so its target client types and service offerings cannot be characterized from the available information.
Assets & Accounts
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 1STACEY MORIMOTO
Founder & CEOCRD 4420782
Contacts
3 of 3Robert Campbell
Territory ManagerCRD 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, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 2262 Carmel Valley Rd
- Time zone
- PT (UTC-8)
- Office locations
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