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| Stonex Advisors Inc
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|---|---|
| CRD # | 174182 |
| SEC # | 801-80747 |
| CIK # | 0001650393, 0000165039 |
| AUM | 5,092.9 M (2026-06-17) |
| Employees | 220 (100% Investors, 100% Brokers) |
| Phone | 800-292-2411 |
| Address | 2 Perimeter Park South Birmingham, AL 35243 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Ferrari NV | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,721 | 2.3 |
| (b) Individuals (high net worth individuals) | 1,020 | 2.6 |
| (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 | 0.0 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 3 | 0.1 |
| (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 | 96 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 15,487 | 5.1 |
| By Discretionary | ||
| Discretionary | 11,545 | 3.8 |
| Non-Discretionary | 3,942 | 1.3 |
| Total | 15,487 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 15,487 | 5.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001650393] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 52 |
| Serves | Institutional, Retail, Research |
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