Wealth manager, public-company owned · Miami, FL
Stonex International Advisors Inc
SEC-registered investment adviser · CRD 153799 · SEC 801-123538
At a glance
Stonex International Advisors Inc is an SEC-registered investment adviser based in Miami, Florida, with $107 million in regulatory assets under management as of its Form ADV filed July 8, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 67 individual clients. By Form ADV it is a wealth manager (public-company owned), ranked 8,123rd of 8,915 wealth managers and 15,228th of 17,210 SEC-registered advisers by assets.
Main office 305-377-8008intercam.usAs filed on Form ADV
- Regulatory AUM
- $107M
- Rank among wealth managers
- #8,123 of 8,915
- Rank among all SEC RIAs
- #15,228 of 17,210
- Rank in Florida
- #971 of 1,090
- Individual clients
- 67
- High-net-worth clients
- 22
- Accounts
- 77
- Discretionary
- 60% of AUM
- Employees
- 15
- Advisory staff
- 15
- Offices
- 1
Owners and executives on its Form ADV
- Everardo VidaurriDirector; Chief Executive Officer;
- Tiffany NealonChief Compliance Officer & AML Compliance Officer
- Roger L ShafferDirector
- Anthony J. DiciolloDirector
- Joseph J. PorzioChief Financial Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Stonex International Advisors Inc is a hybrid RIA: 14 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Stonex Financial Inc., Stonex International Securities Inc. and Stonex Securities Inc..
- Stonex Financial Inc. ↗CRD 45993
An introducing broker-dealer: its trades clear through Pershing and BofA Securities, which hold the brokerage accounts. Its annual audited report filed with the SEC, December 2025
- Stonex International Securities Inc. ↗CRD 146667
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
- Stonex Securities Inc. ↗CRD 18456
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed March 2026) names Stonex International Securities as the broker-dealer its advisers are registered with.
Certain investment adviser representatives of StoneX International Advisors are also registered representatives of StoneX International Securities.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 22 | $58M | 54% |
| Corporations or other businesses | 10 | $25M | 23% |
| Individuals | 45 | $24M | 23% |
Disciplinary disclosures
Stonex International Advisors Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗intercam.us ↗
AtlasMembers
The full record on Stonex International Advisors Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 4,447 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Stonex International Advisors Inc manage?
Stonex International Advisors Inc reports $107 million in regulatory assets under management across 77 accounts, 60% of it on a discretionary basis, on its Form ADV filed July 8, 2026.
What kind of firm is Stonex International Advisors Inc?
Stonex International Advisors Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. A public reporting company controls it.
Who are Stonex International Advisors Inc’s clients?
By assets, its largest client types are high-net-worth individuals ($58 million, 22 clients); corporations or other businesses ($25 million, 10 clients); individuals ($24 million, 45 clients).
Does Stonex International Advisors Inc have any disciplinary history?
Stonex International Advisors Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Stonex International Advisors Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →