Stansberry Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake, TX. Its latest Form ADV filing, dated March 31, 2026, reports $1.3B in regulatory assets under management, 34 employees, 3 offices, and 3,714 accounts.
Assets Under Management
$1.3B
Employees
34
Offices
3 offices
Total Clients
996
Primary office
WESTLAKE, TX
1600 SOLANA BOULEVARD, BUILDING 8 SUITE 8100, WESTLAKE, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.1% of total clients.
Top client categories% of clientsClients
1
HNWI
58.1%
579
2
Individuals
39.8%
396
3
Pension Plans
1.1%
11
4
Charitable
0.7%
7
5
Corporations
0.3%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 31, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts3,714
10Y AUM Change+$1.1B (+494.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee29:1
10Y Employee Change+22 (+183.3%)
* 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.