Stonex International Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Stonex International Advisors reports 77 clients. They include 45 individual clients, 22 high-net-worth individuals, and 10 corporations and other businesses. Of its assets, 60.2% ($64.2M across 44 accounts) are managed with discretion; $42.4M across 33 accounts are not. Of its clients, 93% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 23% |
| High-net-worth individuals | 29% | 54% |
| Corporations and other businesses | 13% | 23% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 45 | $24.3M | 22.8% | $541K |
| High-net-worth individuals | 22 | $57.8M | 54.2% | $2.63M |
| Corporations and other businesses | 10 | $24.5M | 23.0% | $2.45M |
| Total | 77 | $107M | 100% | $1.39M |
- Clients
- 45
- Regulatory AUM
- $24.3M
- AUM share
- 22.8%
- Avg. per client
- $541K
- Clients
- 22
- Regulatory AUM
- $57.8M
- AUM share
- 54.2%
- Avg. per client
- $2.63M
- Clients
- 10
- Regulatory AUM
- $24.5M
- AUM share
- 23.0%
- Avg. per client
- $2.45M
Total
- Clients
- 77
- Regulatory AUM
- $107M
- AUM share
- 100%
- Avg. per client
- $1.39M
- Clients outside the U.S.
- 93%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Stonex International Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 5 other services, listed under fee details.
Fee details and sources
Other fees
- Consolidation Services
- A fixed or hourly fee negotiated with the client, charged monthly, quarterly, semiannually or annually, in arrears.
- Consulting Services
- A fixed quarterly fee negotiated with the client based on the scope of services provided.
- Estate Planning
- A fixed fee is charged under the Estate Planning Agreement; no amount is stated.
- Financial Planning Services
- Billed hourly, typically $200 an hour, or as a fixed fee negotiated at the start, generally $2,500 to $10,000, half due in advance.
- Non-Discretionary Services
- A fixed monthly fee, or a quarterly fee based on assets under advisement, which may be renegotiated from time to time.
Stonex Group Inc. owns 75% or more of Stonex International Advisors. Everardo Vidaurri is CEO; the leadership team includes Chief Financial Officer Joseph Porzio and Chief Compliance Officer Tiffany Nealon. It has 15 employees.
Staff
- 15 employees
- 15 in advisory functions
- 15 state-registered reps
- 14 broker-dealer reps
- 5 insurance agents
- 1 soliciting firm
- Owns 75% or more of Stonex International Advisors Inc
Stonex Group Inc.
Control person · since October 2025
Stonex International Advisors’ regulatory assets fell from $121M (July 2022) to $107M (July 2026); clients fell from 89 to 77 and employees from 22 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $107M | 77 | 15 | 1 |
| Jul 2025July 2025 | $225M | 148 | 25 | 1 |
| Jul 2024July 2024 | $121M | 100 | 25 | 1 |
| Jul 2023July 2023 | $99.2M | 92 | 21 | 1 |
| Jul 2022July 2022 | $121M | 89 | 22 | 1 |
Besides its headquarters, Stonex International Advisors has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1221 Brickell Avenue, Suite 200, MiamiHQ
Contact and registration details
- Legal name
- Stonex International Advisors Inc
- Headquarters
- 1221 Brickell Avenue, Suite 200, Miami, FL 33131
- Website
- Not reported
- Phone
- 305-377-8008
- SEC file
- 801-123538
- Structure
- Florida corporation
- Fiscal year end
- December
Stonex International Advisors’ named custodians for separately managed accounts are Pershing ($92.7M, 87%), Banco Santander International ($7.35M, 7%) and Morgan Stanley ($6.56M, 6%). Stonex International Advisors does not have custody of client assets.
- PershingPershing, LLC · Jersey City, NJ · $92.7M87%
- Banco Santander InternationalBanco Santander International · Miami, FL · $7.35M7%
- Morgan StanleyMorgan Stanley · Miami, FL · $6.56M6%
At year end, Stonex International Advisors’ separately managed accounts were largely in stocks (47%) and funds (25%).
What the accounts hold
- Stocks47%
- Funds25%
- Bonds18%
- U.S. government and agency bonds10%
- Investment grade corporate bonds8%
- Cash10%
How many clients does Stonex International Advisors have?
Stonex International Advisors has 77 clients and manages $107 million for them, as of July 2026. They include 45 individual clients, 22 high-net-worth individuals, and 10 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 July 2026
What services does Stonex International Advisors offer?
Stonex International Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Stonex International Advisors use?
Stonex International Advisors’ separately managed account assets are held at Pershing, LLC (Jersey City, NJ), with $92.7M, Banco Santander International (Miami, FL), with $7.35M and Morgan Stanley (Miami, FL), with $6.56M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026
How many financial advisors does Stonex International Advisors have?
Stonex International Advisors has 15 investment adviser representatives registered with state securities authorities, out of 15 employees, and 15 perform investment advisory functions. 14 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stonex International Advisors invest in?
At the end of its last fiscal year, Stonex International Advisors’ separately managed accounts held 47% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 10% U.S. government and agency bonds, 10% cash and equivalents and 8% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stonex International Advisors?
Stonex International Advisors’ direct owner is Stonex Group Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 July 2026
How does Stonex International Advisors get paid?
Stonex International Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Stonex International Advisors?
Stonex International Advisors’ main office is at 1221 Brickell Avenue, Suite 200, Miami, FL 33131. Its phone number is 305-377-8008.