Carl Stuart Investment Advisor, Inc.
Carl Stuart Investment Advisor, Inc. is a SEC-registered investment advisory firm headquartered in Austin, Texas. Serving primarily individual investors, including both high-net-worth clients and other individuals, the firm manages diversified investment portfolios tailored to client risk tolerance and goals. Founded prior to 2000, it operates with a small team of approximately four employees committed to fiduciary standards and transparent fee structures. The firm is not associated with commission-based sales and typically acts in the best interest of client finances.
Investment Strategy
Carl Stuart Investment Advisor, Inc. primarily provides discretionary and non-discretionary portfolio management for individuals, with a particular focus on high net worth investors. The firm utilizes a diversified investment approach, implementing customized allocation strategies across equities, ETFs, mutual funds, and fixed income securities. The portfolio strategy often emphasizes broad market exposure via index-based products and risk-adjusted allocation to suit each client's financial objectives. Its approach is grounded in fiduciary principles, seeking to achieve long-term growth and preservation of capital while meeting each client's specific needs.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 51.00% | $99.7M | 327,890 | $244.43 | $303.93 | +$11.0M |
I IAU | ISHARES GOLD TR | 18.85% | $36.8M | 590,679 | $35.72 | $62.36 | +$844.0K |
V VXUS | VANGUARD STAR FDS | 12.07% | $23.6M | 341,227 | $61.65 | $69.09 | +$3.1M |
V VOO | VANGUARD INDEX FDS | 12.06% | $23.6M | 41,474 | $435.24 | $568.03 | +$2.0M |
R RJF | RAYMOND JAMES FINL INC | 2.23% | $4.4M | 28,475 | $128.52 | $153.37 | +$411.7K |