Firms by city
Registered investment advisers in Stuart, FL
5 SEC-registered advisers headquartered in Stuart, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Fogel Capital Management | Stuart, FL | $437M |
| Victrix Investment Advisors | Stuart, FL | $343M |
| Spectra Investment Management | Stuart, FL | $307M |
| Dunn Capital Management | Stuart, FL | $269M |
| Ralicki & Company, P.a. | Stuart, FL | $129M |
- Headquarters
- Stuart, FL
- Regulatory AUM
- $437M
- Headquarters
- Stuart, FL
- Regulatory AUM
- $343M
- Headquarters
- Stuart, FL
- Regulatory AUM
- $307M
- Headquarters
- Stuart, FL
- Regulatory AUM
- $269M
- Headquarters
- Stuart, FL
- Regulatory AUM
- $129M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Stuart on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.