STUART INVESTMENT ADVISORS, INC.

Overview

Stuart Investment Advisors, Inc. is an independent registered investment adviser that runs a fee model based on a percentage of assets under management. The firm is individually owned and has been SEC-registered since 1999. Its client mix includes high-net-worth individuals, families and institutional relationships; service offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Stuart Investment Advisors is not positioned as a capital allocator — its model centers on implementing third-party funds and public market exposures rather than directly managing a broad set of private managers in-house. The firm does not identify as an active ESG investor and operates as a single-state adviser. Investment preferences skew toward public investment vehicles. The firm’s filings show a clear tilt to mutual funds and exchange-traded funds for core equity exposure, while using hedge funds for alternative exposure. It also conducts insurance brokerage activities alongside its advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices