Overview
Assets Under Management: $1.0 billion
Headquarters: WESTLAKE, TX
High-Net-Worth Clients: 527
Average Client Assets: $2 million
Frequently Asked Questions
STANSBERRY ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282103), STANSBERRY ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
STANSBERRY ASSET MANAGEMENT, LLC is headquartered in WESTLAKE, TX.
STANSBERRY ASSET MANAGEMENT, LLC serves 527 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, STANSBERRY ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
STANSBERRY ASSET MANAGEMENT, LLC manages $1.0 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, STANSBERRY ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 527
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,164
Discretionary Accounts: 3,164
Regulatory Filings
CRD Number: 282103
Filing ID: 1969913
Last Filing Date: 2025-03-28 12:39:00
Website: https://stansberryam.com