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| Carl Stuart Investment Advisor Inc
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|---|---|
| CRD # | 109995 |
| SEC # | 801-56546 |
| CIK # | 0001910180 |
| AUM | $424.2 MM (2023-03-23) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 512-478-2275 |
| Address | 623 W 38th Street Austin, TX 78705-1212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMD | 131,458.5 | 0.5 | |
| DIS | 174,716.7 | 0.3 | |
| RTX | 139,471.0 | 0.3 | |
| INTC | 154,482.4 | 0.3 | |
| TXN | 142,156.2 | 0.2 | |
| LULU | 35,556.2 | 0.2 | |
| CVX | 294,604.1 | 0.2 | |
| TRGP | 14,247.0 | 0.1 | |
| AMAT | 82,662.4 | 0.1 | |
| ABBV | 269,466.6 | 0.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 366 | 198.1 |
| (b) Individuals (high net worth individuals) | 49 | 203.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 12.9 |
| (h) Charitable organizations | 0 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 993 | 424.2 |
| By Discretionary | ||
| Discretionary | 802 | 348.4 |
| Non-Discretionary | 191 | 75.7 |
| Total | 993 | 424.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 424.2 | |
| Total | 993 | 424.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001910180] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DST Wealth Management LLC
✚
|
CA | 0.4 |
|
Oak Family Advisors LLC
✚
|
IL | 0.4 |
|
SSA Swiss Advisors AG
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|
0.4 | |
|
Meridian Investment Counsel Inc
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|
CA | 0.4 |
|
HZ Investments Inc
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|
MD | 0.4 |
|
Orion Investment Co
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|
MO | 0.4 |
|
Invicta Advisors LLC
✚
|
PA | 0.4 |
|
Jackson Grant Investment Advisers Inc
✚
|
CT | 0.4 |
|
Weber Asset Management Inc
✚
|
NY | 0.4 |
|
White Lighthouse Investment Management Inc
✚
|
MA | 0.4 |