firm profile
Stonex Advisors Inc.
Overview
Stonex Advisors Inc. is an SEC registered investment adviser based in Birmingham, AL, registered since 2014. It reports $5.1B in assets under management across 15,487 accounts, with 220 employees. It has 233 investment adviser representatives.
- Reported AUM
- $5.1B
- Discretionary
- 75%
- Accounts
- 15,487
- Average account
- $329K
- Employees
- 220
- Advisory reps
- 233
- Registered since
- 2014
- Jurisdictions
- 53
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 10
- Marcus Bryant Richardson Chief Operating Officer, Chief Executive Officer CRD 3037932
- Brian Lane Parker Chief Compliance Officer CRD 4635848
- Joseph John Porzio Chief Financial Officer CRD 1319702
7 more executive officers, with direct contact details
Advisory reps 3 of 233
- Gustavo Enrique Alfonso Registered Rep · Investment Adviser Rep CRD 2570686
- David William Allen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1557196
- Michael S Ames Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5893669
230 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2 Perimeter Park S Ste 500W
Birmingham, AL 35243 - County
- Jefferson
- Metro area
- Birmingham-Hoover, AL
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: stonex.com/en/wealth-management.com
Every state, with registration dates
Similar firms near Birmingham
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- Regions Investment Management, Inc.Birmingham, AL$20.1B AUM
- Harbert Fund Advisors, LLCBirmingham, AL$7.8B AUM
- Vulcan Value Partners LLCBirmingham, AL$6.1B AUM
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