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STUART INVESTMENT ADVISORS, INC.
CRD 109995File 801-56546
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$630.5M
Above cohort median (national)
Discretionary AUM
$548.9M
Non-discretionary $81.6M
Clients
401
1,005 accounts
Employees
4
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 24, 1999
- Principal office
- 623 W 38TH STREET, SUITE 110, AUSTIN, TX, 78705-1212
- Phone
- 512-478-2275
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $630.5M
- Discretionary AUM
- $548.9M
- Non-discretionary AUM
- $81.6M
- Discretionary accounts
- 865
- Non-discretionary accounts
- 140
- Total accounts
- 1,005
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $3.1M |
| Charitable organizations | 10 | $9.9M |
| High net worth individuals | 169 | $525.6M |
| Pension and profit sharing plans | Fewer than 5 | $11.0M |
| Individuals (other than high net worth individuals) | 217 | $80.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.