Stonex Securities Inc.
$686M reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$103M
$686M
2023
2025
Same-firm comparison: 3 firms that reported Stonex Securities Inc. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2023 is shown but partial — only FY2023: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Lafise Global Advisors Llc | $623M | $699M | 89.1% | 03/30/2026 |
| Aqua Advisors Llc | $36.4M | $299M | 12.2% | 03/17/2026 |
| Winebrenner Capital Management Llc | $26.7M | $260M | 10.2% | 03/02/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.