Stonex Financial Inc.
$4.0B reported client assets across 24 advisory firms in FY2023 annual amendments
Reported client assets over time
$1.5B
$3.6B
2020
2023
Same-firm comparison: 16 firms that reported Stonex Financial Inc. in both FY2022 and FY2023 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. 2020 is shown but partial — only FY2020: 7 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Stonex Advisors Inc. | $2.5B | $3.3B | 74.8% | 12/19/2023 |
| Ameraudi Asset Management, Inc. | $345M | $1.4B | 24.0% | 03/29/2024 |
| Trust Advisory Group Ltd | $222M | $560M | 39.7% | 03/28/2024 |
| 360 Financial Partners, Llc | $133M | $135M | 98.5% | 02/08/2024 |
| Balanz Advisors Llc | $123M | $266M | 46.3% | 03/13/2024 |
| Aragon Capital Llc | $119M | $210M | 56.5% | 03/28/2024 |
| Ucap Asset Management Llc | $81.7M | $165M | 49.4% | 03/15/2024 |
| Fdi Wealth Management, Llc | $70.4M | $175M | 40.3% | 03/26/2024 |
| Flow Focus Llc | $70.0M | $188M | 37.3% | 03/13/2024 |
| Revere Wealth Management Llc | $64.6M | $76.8M | 84.2% | 04/02/2024 |
| Fenix Asset Management, Llc | $61.2M | $119M | 51.3% | 02/06/2024 |
| The Invictus Collective, Llc | $56.2M | $308M | 18.2% | 02/29/2024 |
| Miami Valley Portfolio Management Inc | $48.0M | $153M | 31.3% | 03/26/2024 |
| Harbor Ithaka Wm, Llc | $15.5M | $151M | 10.2% | 03/25/2024 |
| Vitral Advisors Llc | $13.9M | $118M | 11.8% | 04/01/2024 |
| Amicorp Wealth Services Llc | $12.8M | $119M | 10.7% | 03/20/2024 |
| Hilbert 8, Llc | $10.4M | $42.7M | 24.3% | 03/29/2024 |
| Millennial Advisers, Llc. | $9.9M | $39.5M | 25.0% | 03/28/2024 |
| Swan Global Management Llc | $8.2M | $2.1B | 0.4% | 03/22/2024 |
| Swan Global Investments, Llc | $8.2M | $2.1B | 0.4% | 03/20/2024 |
| Four Points Advisors, Llc | $5.3M | $30.6M | 17.3% | 02/14/2024 |
| Strategic Swiss Advisors Ag | $512K | $1.5M | 33.3% | 02/27/2024 |
| Golden Eagle Capital Advisors, Inc. | $410K | $33.3M | 1.2% | 03/19/2024 |
| Chesapeake Capital Corporation | $399K | $202M | 0.2% | 03/26/2024 |
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.