Stax Capital

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Del Mar, California
CRD number
300607
Registered since
June 10, 2019
Website
staxai.com

Firm profile

FINTRX

Overview

Stax Capital is organized as a corporation and appears on FINTRX’s roster of SEC-registered advisers, with registration recorded in 2019. Ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified rather than placing it into a more specific adviser category. The dataset indicates the firm is not a capital allocator and is not an active ESG investor. It is also not identified as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not provide details on Stax Capital’s client segments, fee schedule, or the specific advisory activities it conducts.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Stacey Morimoto

    Stacey Morimoto

    Founder & CEOCRD 4420782

Contacts

3 of 3
  • Robert Campbell

    Territory ManagerCRD 1349154

  • Jason Finley

    Jason Finley

    Compliance PrincipalCRD 6602034

  • Quinn Morimoto

    Quinn Morimoto

    Registered RepresentativeCRD 7140545

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth