STONEX ADVISORS INC.
CRD #174182 SEC #801-80747 BIRMINGHAM, AL 800-292-2411
SEC Registered
Total AUM
$5.1B
Discretionary
$3.8B
Employees
220
Clients
51
Accounts
15,487
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $5.1B | $3.8B | $1.3B | 220 | 52 |
| Aug 2025 | $4.5B | $3.1B | $1.4B | 233 | 48 |
| Jul 2025 | $4.5B | $3.1B | $1.4B | 233 | 48 |
| Jul 2025 | $4.5B | $3.1B | $1.4B | 233 | 48 |
| Jun 2025 | $4.5B | $3.1B | $1.4B | 233 | 48 |
| Mar 2025 | $4.5B | $3.1B | $1.4B | 233 | 48 |
| Mar 2025 | $4.5B | $3.1B | $1.4B | 233 | 48 |
| Dec 2024 | $4.5B | $3.1B | $1.4B | 233 | 48 |
| Nov 2024 | $3.3B | $2.1B | $1.2B | 242 | 83 |
| Jul 2024 | $3.3B | $2.1B | $1.2B | 242 | 83 |
| Apr 2024 | $3.3B | $2.1B | $1.2B | 242 | 83 |
| Jan 2024 | $3.3B | $2.1B | $1.2B | 242 | 83 |
| Dec 2023 | $3.3B | $2.1B | $1.2B | 242 | 83 |
| Dec 2022 | $2.5B | $1.7B | $867.8M | 282 | 92 |
| Jul 2022 | $3.2B | $2.1B | $1.1B | 274 | 112 |
| Dec 2021 | $3.2B | $2.1B | $1.1B | 274 | 112 |
| Sep 2021 | $2.1B | $1.3B | $741.2M | 255 | 8,484 |
| Aug 2021 | $2.1B | $1.3B | $741.2M | 255 | 8,484 |
| Jul 2021 | $2.1B | $1.3B | $741.2M | 255 | 8,484 |
| Feb 2021 | $2.1B | $1.3B | $741.2M | 255 | 8,484 |
| Jan 2021 | $2.1B | $1.3B | $741.2M | 255 | 8,484 |
| Dec 2020 | $2.1B | $1.3B | $741.2M | 255 | 8,484 |
| Sep 2020 | $478.3M | $478.3M | $0 | 265 | 6,046 |
| Jul 2020 | $478.3M | $478.3M | $0 | 265 | 6,046 |
| Jun 2020 | $478.3M | $478.3M | $0 | 265 | 6,046 |
| Dec 2019 | $478.3M | $478.3M | $0 | 265 | 6,046 |
| Oct 2019 | $1.4B | $466.3M | $933.9M | 265 | 6,046 |
| May 2019 | $1.4B | $466.3M | $933.9M | 265 | 6,046 |
| Apr 2019 | $1.4B | $466.3M | $933.9M | 265 | 6,046 |
| Apr 2019 | $1.4B | $466.3M | $933.9M | 265 | 6,046 |
| Apr 2019 | $1.4B | $466.3M | $933.9M | 265 | 6,046 |
| Mar 2019 | $1.4B | $466.3M | $933.9M | 265 | 6,046 |
| Feb 2019 | $1.4B | $466.3M | $933.9M | 265 | 6,046 |
| Jan 2019 | $1.4B | $466.3M | $933.9M | 265 | 6,046 |
| Dec 2018 | $1.4B | $466.3M | $933.9M | 265 | 6,046 |
| Jul 2018 | $1.4B | $800.6M | $644.4M | 265 | 100 |
| Jan 2018 | $1.2B | $653.5M | $576.3M | 265 | 100 |
| Jan 2018 | $1.2B | $653.5M | $576.3M | 265 | 100 |
| Dec 2017 | $1.2B | $653.5M | $576.3M | 265 | 100 |
| Dec 2017 | $1.1B | $484.1M | $617.7M | 345 | 5,200 |
| Aug 2017 | $1.1B | $484.1M | $617.7M | 345 | 6,100 |
| Jun 2017 | $1.1B | $484.1M | $617.7M | 345 | 6,100 |
| Jun 2017 | $1.1B | $484.1M | $617.7M | 345 | 6,100 |
| Apr 2017 | $1.1B | $484.1M | $617.7M | 345 | 6,100 |
| Mar 2017 | $1.1B | $484.1M | $617.7M | 345 | 6,100 |
| Jan 2017 | $1.1B | $484.1M | $617.7M | 345 | 6,100 |
| Dec 2016 | $1.1B | $484.1M | $656.9M | 345 | 6,500 |
| Dec 2016 | $1.1B | $484.1M | $656.9M | 345 | 6,500 |
| Sep 2016 | $1.2B | $445.9M | $802.9M | 345 | 7,000 |
| Aug 2016 | $844.8M | $619.9M | $224.9M | 335 | 3,600 |
| Jul 2016 | $844.8M | $619.9M | $224.9M | 335 | 3,600 |
| Jul 2016 | $844.8M | $619.9M | $224.9M | 335 | 3,600 |
| Jun 2016 | $844.8M | $619.9M | $224.9M | 335 | 3,600 |
| Dec 2015 | $844.8M | $619.9M | $224.9M | 335 | 3,600 |
| Jul 2015 | $399.9M | $102.4M | $297.5M | 335 | 3,600 |
| Jul 2015 | $399.9M | $102.4M | $297.5M | 335 | 3,600 |
| Jul 2015 | $399.9M | $102.4M | $297.5M | 335 | 3,600 |
| Dec 2014 | $399.9M | $102.4M | $297.5M | 335 | 3,600 |
| Dec 2014 | $399.9M | $102.4M | $297.5M | 335 | 3,600 |
DateDec 2025
Total AUM$5.1B
Discretionary$3.8B
Non-Disc.$1.3B
Employees220
Clients52
DateAug 2025
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees233
Clients48
DateJul 2025
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees233
Clients48
DateJul 2025
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees233
Clients48
DateJun 2025
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees233
Clients48
DateMar 2025
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees233
Clients48
DateMar 2025
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees233
Clients48
DateDec 2024
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees233
Clients48
DateNov 2024
Total AUM$3.3B
Discretionary$2.1B
Non-Disc.$1.2B
Employees242
Clients83
DateJul 2024
Total AUM$3.3B
Discretionary$2.1B
Non-Disc.$1.2B
Employees242
Clients83
DateApr 2024
Total AUM$3.3B
Discretionary$2.1B
Non-Disc.$1.2B
Employees242
Clients83
DateJan 2024
Total AUM$3.3B
Discretionary$2.1B
Non-Disc.$1.2B
Employees242
Clients83
DateDec 2023
Total AUM$3.3B
Discretionary$2.1B
Non-Disc.$1.2B
Employees242
Clients83
DateDec 2022
Total AUM$2.5B
Discretionary$1.7B
Non-Disc.$867.8M
Employees282
Clients92
DateJul 2022
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees274
Clients112
DateDec 2021
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees274
Clients112
DateSep 2021
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$741.2M
Employees255
Clients8,484
DateAug 2021
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$741.2M
Employees255
Clients8,484
DateJul 2021
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$741.2M
Employees255
Clients8,484
DateFeb 2021
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$741.2M
Employees255
Clients8,484
DateJan 2021
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$741.2M
Employees255
Clients8,484
DateDec 2020
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$741.2M
Employees255
Clients8,484
DateSep 2020
Total AUM$478.3M
Discretionary$478.3M
Non-Disc.$0
Employees265
Clients6,046
DateJul 2020
Total AUM$478.3M
Discretionary$478.3M
Non-Disc.$0
Employees265
Clients6,046
DateJun 2020
Total AUM$478.3M
Discretionary$478.3M
Non-Disc.$0
Employees265
Clients6,046
DateDec 2019
Total AUM$478.3M
Discretionary$478.3M
Non-Disc.$0
Employees265
Clients6,046
DateOct 2019
Total AUM$1.4B
Discretionary$466.3M
Non-Disc.$933.9M
Employees265
Clients6,046
DateMay 2019
Total AUM$1.4B
Discretionary$466.3M
Non-Disc.$933.9M
Employees265
Clients6,046
DateApr 2019
Total AUM$1.4B
Discretionary$466.3M
Non-Disc.$933.9M
Employees265
Clients6,046
DateApr 2019
Total AUM$1.4B
Discretionary$466.3M
Non-Disc.$933.9M
Employees265
Clients6,046
DateApr 2019
Total AUM$1.4B
Discretionary$466.3M
Non-Disc.$933.9M
Employees265
Clients6,046
DateMar 2019
Total AUM$1.4B
Discretionary$466.3M
Non-Disc.$933.9M
Employees265
Clients6,046
DateFeb 2019
Total AUM$1.4B
Discretionary$466.3M
Non-Disc.$933.9M
Employees265
Clients6,046
DateJan 2019
Total AUM$1.4B
Discretionary$466.3M
Non-Disc.$933.9M
Employees265
Clients6,046
DateDec 2018
Total AUM$1.4B
Discretionary$466.3M
Non-Disc.$933.9M
Employees265
Clients6,046
DateJul 2018
Total AUM$1.4B
Discretionary$800.6M
Non-Disc.$644.4M
Employees265
Clients100
DateJan 2018
Total AUM$1.2B
Discretionary$653.5M
Non-Disc.$576.3M
Employees265
Clients100
DateJan 2018
Total AUM$1.2B
Discretionary$653.5M
Non-Disc.$576.3M
Employees265
Clients100
DateDec 2017
Total AUM$1.2B
Discretionary$653.5M
Non-Disc.$576.3M
Employees265
Clients100
DateDec 2017
Total AUM$1.1B
Discretionary$484.1M
Non-Disc.$617.7M
Employees345
Clients5,200
DateAug 2017
Total AUM$1.1B
Discretionary$484.1M
Non-Disc.$617.7M
Employees345
Clients6,100
DateJun 2017
Total AUM$1.1B
Discretionary$484.1M
Non-Disc.$617.7M
Employees345
Clients6,100
DateJun 2017
Total AUM$1.1B
Discretionary$484.1M
Non-Disc.$617.7M
Employees345
Clients6,100
DateApr 2017
Total AUM$1.1B
Discretionary$484.1M
Non-Disc.$617.7M
Employees345
Clients6,100
DateMar 2017
Total AUM$1.1B
Discretionary$484.1M
Non-Disc.$617.7M
Employees345
Clients6,100
DateJan 2017
Total AUM$1.1B
Discretionary$484.1M
Non-Disc.$617.7M
Employees345
Clients6,100
DateDec 2016
Total AUM$1.1B
Discretionary$484.1M
Non-Disc.$656.9M
Employees345
Clients6,500
DateDec 2016
Total AUM$1.1B
Discretionary$484.1M
Non-Disc.$656.9M
Employees345
Clients6,500
DateSep 2016
Total AUM$1.2B
Discretionary$445.9M
Non-Disc.$802.9M
Employees345
Clients7,000
DateAug 2016
Total AUM$844.8M
Discretionary$619.9M
Non-Disc.$224.9M
Employees335
Clients3,600
DateJul 2016
Total AUM$844.8M
Discretionary$619.9M
Non-Disc.$224.9M
Employees335
Clients3,600
DateJul 2016
Total AUM$844.8M
Discretionary$619.9M
Non-Disc.$224.9M
Employees335
Clients3,600
DateJun 2016
Total AUM$844.8M
Discretionary$619.9M
Non-Disc.$224.9M
Employees335
Clients3,600
DateDec 2015
Total AUM$844.8M
Discretionary$619.9M
Non-Disc.$224.9M
Employees335
Clients3,600
DateJul 2015
Total AUM$399.9M
Discretionary$102.4M
Non-Disc.$297.5M
Employees335
Clients3,600
DateJul 2015
Total AUM$399.9M
Discretionary$102.4M
Non-Disc.$297.5M
Employees335
Clients3,600
DateJul 2015
Total AUM$399.9M
Discretionary$102.4M
Non-Disc.$297.5M
Employees335
Clients3,600
DateDec 2014
Total AUM$399.9M
Discretionary$102.4M
Non-Disc.$297.5M
Employees335
Clients3,600
DateDec 2014
Total AUM$399.9M
Discretionary$102.4M
Non-Disc.$297.5M
Employees335
Clients3,600