{"url":"https://nivawealth.com/firms/stonex-international-advisors-153799","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/153799","regulatoryAum":106652630,"crd":"153799","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6147422","suffix":null,"lastName":"ALVARADO","firstName":"JUAN","middleName":null},{"crd":"6715226","suffix":null,"lastName":"Chavez","firstName":"Josue","middleName":"A."},{"crd":"7511863","suffix":null,"lastName":"Cons De La Garza","firstName":"Maria Fernanda","middleName":null},{"crd":"2538835","suffix":null,"lastName":"ESPINOSA MONTAUDON","firstName":"GUILLERMO","middleName":null},{"crd":"6996222","suffix":null,"lastName":"Gonzalez Narro","firstName":"Jose","middleName":"Luis"},{"crd":"4173148","suffix":null,"lastName":"LUNA","firstName":"ALBERTO","middleName":null},{"crd":"4858359","suffix":null,"lastName":"NEALON","firstName":"TIFFANY","middleName":null},{"crd":"7574056","suffix":null,"lastName":"OCAMPO RAEDER","firstName":"ALEJANDRA","middleName":null},{"crd":"8067000","suffix":null,"lastName":"Paredes Rodriguez","firstName":"Mauricio","middleName":null},{"crd":"5805541","suffix":null,"lastName":"RAMIREZ","firstName":"DAVID","middleName":"ARTURO"},{"crd":"4319000","suffix":null,"lastName":"RODRIGUEZ","firstName":"EDUARDO","middleName":"EUGENIO"},{"crd":"2827181","suffix":null,"lastName":"SANTAELLA","firstName":"VICTORIA","middleName":"CARMEN"},{"crd":"2686317","suffix":null,"lastName":"TAMBORREL","firstName":"EDUARDO","middleName":"JAVIER"},{"crd":"2340353","suffix":null,"lastName":"VIDAURRI","firstName":"EVERARDO","middleName":null}],"total":14,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-07-22","regulatoryAum":120639096,"clients":89,"employees":22,"offices":1},{"filedOn":"2023-07-27","regulatoryAum":99198616,"clients":92,"employees":21,"offices":1},{"filedOn":"2024-07-01","regulatoryAum":121387320,"clients":100,"employees":25,"offices":1},{"filedOn":"2025-07-16","regulatoryAum":225122494,"clients":148,"employees":25,"offices":1},{"filedOn":"2026-07-08","regulatoryAum":106652630,"clients":77,"employees":15,"offices":1}],"secFileNumber":"801-123538","legalName":"Stonex International Advisors Inc","displayName":"Stonex International Advisors","slug":"stonex-international-advisors-153799","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida corporation","fiscalYearEnd":"December","headquarters":{"street":"1221 Brickell Avenue, Suite 200","city":"Miami","state":"FL","stateName":"Florida","country":"United States","postalCode":"33131"},"tradeNames":[],"registration":{"secApproved":"25 March 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1225985.6268656717,"staff":{"employees":15,"advisory":15,"brokerDealerReps":14,"insuranceAgents":5,"promoters":1},"aum":{"regulatory":106652630,"discretionary":64246223,"discretionaryAccounts":44,"nonDiscretionary":42406407,"nonDiscretionaryAccounts":33,"wrapProgram":null,"nonUsClientsPct":93,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":45,"regulatoryAum":24331491},{"label":"High-net-worth individuals","clients":22,"regulatoryAum":57809546},{"label":"Corporations and other businesses","clients":10,"regulatoryAum":24511593}],"feePrograms":[{"role":"other","program":"Consolidation Services","summary":"A fixed or hourly fee negotiated with the client, charged monthly, quarterly, semiannually or annually, in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029574","versionId":1029574,"submittedOn":"2026-03-27","documentName":"INTERCAM ADVISORS, INC."},{"role":"other","program":"Consulting Services","summary":"A fixed quarterly fee negotiated with the client based on the scope of services provided.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029574","versionId":1029574,"submittedOn":"2026-03-27","documentName":"INTERCAM ADVISORS, INC."},{"role":"other","program":"Estate Planning","summary":"A fixed fee is charged under the Estate Planning Agreement; no amount is stated.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029574","versionId":1029574,"submittedOn":"2026-03-27","documentName":"INTERCAM ADVISORS, INC."},{"role":"other","program":"Financial Planning Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029574","versionId":1029574,"submittedOn":"2026-03-27","documentName":"INTERCAM ADVISORS, INC."},{"role":"other","program":"Non-Discretionary Services","summary":"A fixed monthly fee, or a quarterly fee based on assets under advisement, which may be renegotiated from time to time.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029574","versionId":1029574,"submittedOn":"2026-03-27","documentName":"INTERCAM ADVISORS, INC."}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:08:04.915486+00:00","documents":[{"name":"INTERCAM ADVISORS, INC.","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029574","versionId":1029574,"submittedOn":"2026-03-27"}]},"custodians":[{"name":"Pershing, LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":92734383},{"name":"Banco Santander International","shortName":"Banco Santander International","location":"Miami, FL","smaAssets":7354901},{"name":"Morgan Stanley","shortName":"Morgan Stanley","location":"Miami, FL","smaAssets":6563346}],"custodyNote":"Stonex International Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Everardo Vidaurri","title":"Director; Chief Executive Officer","crd":"2340353"},{"name":"Joseph Porzio","title":"Chief Financial Officer","crd":"1319702"},{"name":"Tiffany Nealon","title":"Chief Compliance Officer & Aml Compliance Officer","crd":"4858359"},{"name":"Anthony Diciollo","title":"Director","crd":"4976402"},{"name":"Roger Shaffer","title":"Director","crd":"1921270"}],"ownership":[{"label":"Stonex Group Inc.","detail":"100% owner in the 75% or more ownership band and a control person, since October 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1221 Brickell Avenue, Suite 200","city":"Miami","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"305-377-8008","stateRegisteredReps":15,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":47},{"label":"U.S. government/agency bonds","percent":10},{"label":"Investment grade corporate bonds","percent":8},{"label":"Securities issued by registered investment companies or business development companies","percent":25},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"8 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/153799/PDF/153799.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029574","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Stonex International Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stonex International Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Stonex International Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stonex International Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stonex International Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stonex International Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stonex International Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Stonex International Advisors?","answer":"Stonex International Advisors’ main office is at 1221 Brickell Avenue, Suite 200, Miami, FL 33131. Its phone number is 305-377-8008.","source":"Form ADV Part 1A, Item 1.F, filed 8 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}