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Carl Stuart Investment Advisor, Inc.

Headquartered in AUSTIN, TX

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Firm Information

Carl Stuart Investment Advisor, Inc. is an investment advisor headquartered in AUSTIN, TX. The firm manages $515,188,081 in assets for 939 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. The firm provides portfolio management for individuals and pension consulting.

Carl Stuart Investment Advisor, Inc.

623 W 38TH STREET

AUSTIN, TX 78705-1212

$515.19M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CARL STUART INVESTMENT ADVISOR, INC. has a total of 1 branch locations across the country.
location

AUSTIN, TX

Advisors at Carl Stuart Investment Advisor, Inc.

View All 2 Advisors
Unclaimed
Carl Wilson Stuart

RA

AUSTIN, TX

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Unclaimed
Lindsey Blair Stuart

RA

AUSTIN, TX

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Disclosures

There are no public disclosures for Carl Stuart Investment Advisor, Inc..

Frequently Asked Questions (5)

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