S
$630.5M Total AUM
$548.9M Disc. AUM
6.6% 3Y CAGR
4 Employees
401 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-1997
- Office Locations
- 1
Office Locations
623 W 38th Street Suite 110 Austin TX
About Stuart Investment Advisors, Inc.
Stuart Investment Advisors, Inc. is a Austin-based RIA. The firm has been operating for 28 years. Managing $630.5M in total assets under management, with 2 advisory representatives. They custody assets with Raymond James.
Team overview
76 AVG AGE
$315.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
21.9 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
CARL WILSON STUART
Chief Compliance Officer, Investment Advisor, President
- CRD
- #860980
- Ownership
- 75% or more
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L
LISA L BOCANEGRA
VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
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Showing 2 of 3 owners & executives
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L
Lindsey Blair Stuart
--
- CRD
- #7688688
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Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $548,913,586 | $634,582 |
| Non-Discretionary | $81,592,749 | $582,805 |
| Total | $630,506,335 | $627,369 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
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| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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