Investment adviser · CRD 174182
STONEX ADVISORS INC.
Investment adviser filing (IA)
BIRMINGHAM, AL, United States · Form ADV filed Jun 17, 2026
- Regulatory AUM
- $5.09B Form ADV · Item 5.F
- Client accounts
- 15,487 Accounts, not individual clients
- Employees
- 220 Reported in this filing
- Advisory professionals
- 220 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,020 | $2,602,703,166 | 51.1% |
| Individuals | 8,721 | $2,278,234,964 | 44.7% |
| Corporations & businesses | 96 | $122,415,471 | 2.4% |
| Government entities | 3 | $85,837,555 | 1.7% |
| Charities | 3 | $3,693,624 | 0.1% |
Filing source
Form ADV 2113941 · Jun 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2 PERIMETER PARK SOUTH, SUITE 500 WESTBIRMINGHAM, AL, 35243, United States
CRD 174182
Filing source
Form ADV 2113941 · Jun 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.