Carl Stuart Investment Advisor, Inc.

Carl Stuart Investment Advisor, Inc. (CRD# 109995) is a financial advisory firm headquartered in Austin, TX. They manage $284,081,315 in 294 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    284
    MILLION
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $966,263
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Carl Stuart Investment Advisor, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Carl W. Stuart
CRD#: 860980
100 Congress Avenue, Suite 1930, Austin, TX 78701
83
Wealthminder
score

Carl Stuart (CRD# 860980) is an Investment Advisor Representative working at Carl Stuart Investment Advisor, Inc. in Austin, TX and has over 36 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.