CRD: 282103
Stansberry Asset Management, LLC
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2016
- Office Locations
- 14
Office Locations
About Stansberry Asset Management, LLC
Stansberry Asset Management (SAM) is a fiduciary advisory firm providing holistic financial planning and ongoing investment management to help clients and their families navigate life events, protect wealth, and pursue long-term financial independence. The firm pairs a structured, six-step planning process with strategically managed portfolios, with a significant ETF implementation footprint, and supports both retail and institutional relationships (custodied at Pershing).
Team overview
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Accredited Investors
Asset Classes
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CRM
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Investment Vehicles
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Owner & Executives
CHRISTOPHER JAMES DELAURA
Chief Executive Officer, Investment Advisor
- CRD
- #2899748
- Ownership
- 5% but less than 10%
EAMONN GRANT OBRIEN
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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Bethany Ahlquist
Vice President
- CRD
- #5435575
Corey Thomas Drejas
Wealth Manager
- CRD
- #6785569
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,291,272,483 | $347,677 |
| Non-Discretionary | $0 | -- |
| Total | $1,291,272,483 | $347,677 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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