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| Stuart Investment Advisors Inc
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|
|
|---|---|
| CRD # | 109995 |
| SEC # | 801-56546 |
| CIK # | 0001910180 |
| AUM | $630.5 M (2026-03-12) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 512-478-2275 |
| Address | 623 W 38th Street Austin, TX 78705-1212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 46.6 | ||
| Raymond James Financial Inc | 2.8 | ||
| iShares Gold Trust Micro | 1.5 | ||
| Amazon Com Inc | 1.4 | ||
| Energy Transfer Equity LP | 1.1 | ||
| Microsoft Corp | 1.0 | ||
| SPDR Gold Trust | 0.6 | ||
| Johnson & Johnson | 0.4 | ||
| Automatic Data Processing Inc | 0.3 | ||
| United Technologies Corp /DE/ | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 217 | 80.9 |
| (b) Individuals (high net worth individuals) | 169 | 525.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.0 |
| (h) Charitable organizations | 10 | 9.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,005 | 630.5 |
| By Discretionary | ||
| Discretionary | 865 | 548.9 |
| Non-Discretionary | 140 | 81.6 |
| Total | 1,005 | 630.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 627.2 | |
| Total | 1,005 | 630.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910180] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LSY Inc
✚
|
CA | 0.6 |
|
Accuvest Global Advisors Inc
✚
|
UT | 0.6 |
|
Cordatus Wealth Management LLC
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|
PA | 0.6 |
|
Davidson Capital Management Inc
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|
TX | 0.6 |
|
Rosel Wealth Management LLC
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|
CO | 0.6 |
|
Legacy Wealth Management LLC
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|
ID | 0.6 |
|
GEM Asset Management LLC
✚
|
MI | 0.6 |
|
Meridian Investment Advisors Inc
✚
|
IN | 0.6 |
|
Capshift Advisors LLC
✚
|
MA | 0.6 |
|
Findec Wealth Services Inc
✚
|
CA | 0.6 |