Stonex Advisors Inc.

RIASEC RegisteredEst. 2014

Total AUM

$5.1B

Discretionary

$3.8B

75% of AUM

Avg account

$329K

Accounts

15,487

Employees

220

Advisory reps

241

Firm details

Headquarters: Birmingham, Alabama
CRD number: 174182
Registered since: December 17, 2014
Website: join.saswealth.com
Custodians: STONEX FINANCIAL INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.1%
Individuals44.73%
Corporations / Businesses2.4%
State / Municipal Government1.69%
Charitable Organizations0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stonex Advisors Inc. is a SEC-registered corporate adviser (registered in 2014) that manages assets for individual, family and institutional clients. The firm offers a mix of financial planning and discretionary portfolio management for individuals, small businesses and institutions, plus pension consulting, selection of other advisers and educational workshops. It also operates as an insurance broker and maintains industry affiliations that include a broker-dealer relationship and ties to other adviser and insurance entities. Fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee engagements. The firm functions as a capital allocator to third-party managers and identifies itself as an active ESG investor, indicating incorporation of environmental, social and governance considerations into at least some client solutions.