Wealth Manager
    SEC Registered
    Manages Private Funds

    Stonex Advisors Inc.

    Registered investment advisor · Birmingham, Alabama · CRD #174182

    Assets Under Management
    $5.1B
    Client Accounts
    15,487
    Employees
    220
    CRD Number
    174182
    Registration
    SEC Registered
    Custodian
    Stonex Financial Inc., Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Stonex Advisors Inc.

    Stonex Advisors Inc. offers investment advisory, financial planning, consulting, and wealth management services to clients in the United States and Latin America. It provides personalized wealth management and investment services, including estate planning and business transition strategies.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Stonex Advisors Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Stonex Advisors Inc.'s AUM?

    Stonex Advisors Inc. reports approximately $5.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stonex Advisors Inc. headquartered?

    Stonex Advisors Inc. is headquartered in Birmingham, Alabama.

    What is Stonex Advisors Inc.'s CRD number?

    Stonex Advisors Inc.'s CRD number is 174182. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Stonex Advisors Inc. manage?

    Stonex Advisors Inc. manages approximately 15,487 client accounts according to its latest SEC filing.

    Is Stonex Advisors Inc. SEC registered?

    Yes, Stonex Advisors Inc. is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Alabama

    Waverly Advisors, LLC
    Birmingham, AL · $29.8B AUM
    Highland Associates Inc
    Birmingham, AL · $21B AUM
    Regions Investment Management, Inc.
    Birmingham, AL · $20.1B AUM
    Aptus Capital Advisors, LLC
    Fairhope, AL · $14.1B AUM
    Harbert Fund Advisors, LLC
    Birmingham, AL · $7.8B AUM
    Rfg Advisory, LLC
    Vestavia Hills, AL · $6.8B AUM
    See all top RIA firms in Alabama →

    Research firms like Stonex Advisors Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial