Stuart Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 12, 2026, reports $631M in regulatory assets under management, 4 employees, and 1,005 accounts.
Assets Under Management
$631M
Employees
4
Offices
--
Total Clients
401
Primary office
AUSTIN, TX
623 W 38TH STREET, SUITE 110, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
217
2
HNWI
42.1%
169
3
Charitable
2.5%
10
4
Corporations
1.2%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$631Mas of March 12, 2026
Discretionary87.1%
$549M
87% of total RAUM87.1%
Non-discretionary12.9%
$82M
13% of total RAUM12.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$631M
Total Accounts1,005
10Y AUM Change+$337M (+114.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee100:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.