STUART INVESTMENT ADVISORS, INC.
CRD #109995 SEC #801-56546 AUSTIN, TX 512-478-2275
SEC Registered
Total AUM
$515.2M
Discretionary
$419.3M
Employees
4
Clients
0
Accounts
939
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $515.2M | $419.3M | $95.9M | 4 | 0 |
| Apr 2025 | $515.2M | $419.3M | $95.9M | 4 | 0 |
| Feb 2025 | $515.2M | $419.3M | $95.9M | 4 | 0 |
| Apr 2024 | $468.4M | $365.6M | $102.8M | 4 | 0 |
| Jan 2024 | $468.4M | $365.6M | $102.8M | 4 | 0 |
| Dec 2023 | $424.2M | $348.4M | $75.7M | 4 | 0 |
| Jul 2023 | $424.2M | $348.4M | $75.7M | 4 | 0 |
| May 2023 | $424.2M | $348.4M | $75.7M | 4 | 0 |
| May 2023 | $424.2M | $348.4M | $75.7M | 4 | 0 |
| Mar 2023 | $424.2M | $348.4M | $75.7M | 4 | 0 |
| Oct 2022 | $506.6M | $406.6M | $100M | 3 | 0 |
| Mar 2022 | $506.6M | $406.6M | $100M | 3 | 0 |
| Jun 2021 | $453.3M | $354.3M | $99M | 3 | 0 |
| Mar 2021 | $453.3M | $354.3M | $99M | 3 | 0 |
| Sep 2020 | $369.3M | $325.8M | $43.5M | 1 | 0 |
| Aug 2020 | $369.3M | $325.8M | $43.5M | 1 | 0 |
| Jun 2020 | $369.3M | $325.8M | $43.5M | 1 | 0 |
| Jun 2020 | $369.3M | $325.8M | $43.5M | 1 | 0 |
| Mar 2020 | $369.3M | $325.8M | $43.5M | 1 | 0 |
| Nov 2019 | $303.9M | $271.8M | $32.2M | 1 | 0 |
| Jul 2019 | $303.9M | $271.8M | $32.2M | 1 | 0 |
| Mar 2019 | $303.9M | $271.8M | $32.2M | 1 | 0 |
| Mar 2018 | $327.3M | $293.8M | $33.5M | 1 | 0 |
| Nov 2017 | $293.5M | $240.5M | $53M | 1 | 0 |
| Aug 2017 | $293.5M | $240.5M | $53M | 1 | 700 |
| Jul 2017 | $293.5M | $240.5M | $53M | 1 | 700 |
| Feb 2017 | $293.5M | $240.5M | $53M | 1 | 700 |
| Jan 2016 | $284.1M | $255.5M | $28.6M | 1 | 300 |
| Feb 2015 | $320.8M | $289M | $31.8M | 1 | 300 |
| Mar 2014 | $298.6M | $252M | $46.7M | 1 | 300 |
| May 2013 | $258M | $218.2M | $39.8M | 1 | 300 |
| Mar 2013 | $258M | $218.2M | $39.8M | 1 | 300 |
| Jul 2012 | $227M | $190.1M | $36.9M | 1 | 300 |
| Mar 2012 | $227M | $190.1M | $36.9M | 1 | 300 |
| Mar 2011 | $215M | $172M | $42.9M | 5 | -- |
| Jan 2007 | $186.4M | $114.8M | $71.6M | 5 | -- |
| Jan 2006 | $167.4M | $89.8M | $77.5M | 5 | -- |
| Feb 2005 | $118.6M | $55.9M | $62.7M | 5 | -- |
| Apr 2002 | $250M | $0 | $250M | 5 | -- |
| Mar 2002 | $250M | $0 | $250M | 5 | -- |
DateDec 2025
Total AUM$515.2M
Discretionary$419.3M
Non-Disc.$95.9M
Employees4
Clients0
DateApr 2025
Total AUM$515.2M
Discretionary$419.3M
Non-Disc.$95.9M
Employees4
Clients0
DateFeb 2025
Total AUM$515.2M
Discretionary$419.3M
Non-Disc.$95.9M
Employees4
Clients0
DateApr 2024
Total AUM$468.4M
Discretionary$365.6M
Non-Disc.$102.8M
Employees4
Clients0
DateJan 2024
Total AUM$468.4M
Discretionary$365.6M
Non-Disc.$102.8M
Employees4
Clients0
DateDec 2023
Total AUM$424.2M
Discretionary$348.4M
Non-Disc.$75.7M
Employees4
Clients0
DateJul 2023
Total AUM$424.2M
Discretionary$348.4M
Non-Disc.$75.7M
Employees4
Clients0
DateMay 2023
Total AUM$424.2M
Discretionary$348.4M
Non-Disc.$75.7M
Employees4
Clients0
DateMay 2023
Total AUM$424.2M
Discretionary$348.4M
Non-Disc.$75.7M
Employees4
Clients0
DateMar 2023
Total AUM$424.2M
Discretionary$348.4M
Non-Disc.$75.7M
Employees4
Clients0
DateOct 2022
Total AUM$506.6M
Discretionary$406.6M
Non-Disc.$100M
Employees3
Clients0
DateMar 2022
Total AUM$506.6M
Discretionary$406.6M
Non-Disc.$100M
Employees3
Clients0
DateJun 2021
Total AUM$453.3M
Discretionary$354.3M
Non-Disc.$99M
Employees3
Clients0
DateMar 2021
Total AUM$453.3M
Discretionary$354.3M
Non-Disc.$99M
Employees3
Clients0
DateSep 2020
Total AUM$369.3M
Discretionary$325.8M
Non-Disc.$43.5M
Employees1
Clients0
DateAug 2020
Total AUM$369.3M
Discretionary$325.8M
Non-Disc.$43.5M
Employees1
Clients0
DateJun 2020
Total AUM$369.3M
Discretionary$325.8M
Non-Disc.$43.5M
Employees1
Clients0
DateJun 2020
Total AUM$369.3M
Discretionary$325.8M
Non-Disc.$43.5M
Employees1
Clients0
DateMar 2020
Total AUM$369.3M
Discretionary$325.8M
Non-Disc.$43.5M
Employees1
Clients0
DateNov 2019
Total AUM$303.9M
Discretionary$271.8M
Non-Disc.$32.2M
Employees1
Clients0
DateJul 2019
Total AUM$303.9M
Discretionary$271.8M
Non-Disc.$32.2M
Employees1
Clients0
DateMar 2019
Total AUM$303.9M
Discretionary$271.8M
Non-Disc.$32.2M
Employees1
Clients0
DateMar 2018
Total AUM$327.3M
Discretionary$293.8M
Non-Disc.$33.5M
Employees1
Clients0
DateNov 2017
Total AUM$293.5M
Discretionary$240.5M
Non-Disc.$53M
Employees1
Clients0
DateAug 2017
Total AUM$293.5M
Discretionary$240.5M
Non-Disc.$53M
Employees1
Clients700
DateJul 2017
Total AUM$293.5M
Discretionary$240.5M
Non-Disc.$53M
Employees1
Clients700
DateFeb 2017
Total AUM$293.5M
Discretionary$240.5M
Non-Disc.$53M
Employees1
Clients700
DateJan 2016
Total AUM$284.1M
Discretionary$255.5M
Non-Disc.$28.6M
Employees1
Clients300
DateFeb 2015
Total AUM$320.8M
Discretionary$289M
Non-Disc.$31.8M
Employees1
Clients300
DateMar 2014
Total AUM$298.6M
Discretionary$252M
Non-Disc.$46.7M
Employees1
Clients300
DateMay 2013
Total AUM$258M
Discretionary$218.2M
Non-Disc.$39.8M
Employees1
Clients300
DateMar 2013
Total AUM$258M
Discretionary$218.2M
Non-Disc.$39.8M
Employees1
Clients300
DateJul 2012
Total AUM$227M
Discretionary$190.1M
Non-Disc.$36.9M
Employees1
Clients300
DateMar 2012
Total AUM$227M
Discretionary$190.1M
Non-Disc.$36.9M
Employees1
Clients300
DateMar 2011
Total AUM$215M
Discretionary$172M
Non-Disc.$42.9M
Employees5
Clients--
DateJan 2007
Total AUM$186.4M
Discretionary$114.8M
Non-Disc.$71.6M
Employees5
Clients--
DateJan 2006
Total AUM$167.4M
Discretionary$89.8M
Non-Disc.$77.5M
Employees5
Clients--
DateFeb 2005
Total AUM$118.6M
Discretionary$55.9M
Non-Disc.$62.7M
Employees5
Clients--
DateApr 2002
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees5
Clients--
DateMar 2002
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees5
Clients--