Stuart Investment Advisors
Investment, Funds and Trusts • 
623 W 38th St, Suite 110, United States • 1-10 Employees
Company overview
| Headquarters | 623 W 38th St, Suite 110, Austin, Texas 78705, US |
| Website | |
| Founded | 1997 |
| Employees | 1-10 |
Key Contact at Stuart Investment Advisors
Carl Stuart
President, Investment Advisor
About Stuart Investment Advisors
"Fundamentals Over Hype" Stuart Investment Advisors is an independent, fee-only registered investment advisory firm dedicated to helped clients grow and protect their wealth with confidence. Founded in 1997 by Carl Stuart, the firm has earned a reputation for disciplined strategy, personal communication, and plainspoken insight. Today, Carl leads the firm alongside his daughter Lindsey. Together, they embody the generational transitions many families and clients are navigating. Carl brings deep investment expertise and a steady, seasoned perspective. Lindsey brings a fresh lens shaped by two decades in education, philanthropy, and strategic leadership. When your foundation is strong, you’re free to live your life with purpose. That’s the freedom we build for our clients.
Stuart Investment Advisors revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Stuart Investment Advisors has never raised funding before.
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