SourcingSourcing

STONEX INTERNATIONAL ADVISORS INC

B64
CRD 153799·SEC 801-123538·MIAMI, FL
AUM
$106.7M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$320K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STONEX INTERNATIONAL ADVISORS INC
CRD
153799
SEC file #
801-123538
EIN
—
DBA names
—

Economics

AUM
$106.7M
AUM band
$100M-$500M
AUM trajectory
'23'26
$120.6M → $106.7M▼ -12%
Client mix
Individuals Other45
Individuals High Net Worth22
Corporations10

Operations

Employees (total)
15
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'23'26
19 advisors → 15 advisors▼ -21%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
intercam.us

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STONEX GROUP INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
STONEX GROUP INC.
CARTER, JAY, WILSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
13
Bc Firm Active IA Count
14
Bc Firm IAR Count
14
Custodian Candidates
Full
E*trade4
Pershing2
Morgan Stanley2
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (18)

18
VIDAURRI, EVERARDO
IAR · Executive Officer · 2.5%
2340353
NEALON, TIFFANY
IAR · Executive Officer · 2.5%
4858359
CARTER, JAY, WILSON
Executive Officer · 2.5%
2412541
ANTHONY JOSEPH DICIOLLO
Executive Officer · 2.5%
4976402
JOSEPH JOHN PORZIO
Executive Officer · 2.5%
1319702
ROGER L SHAFFER
Executive Officer · 2.5%
1921270
Maria Fernanda Cons De La Garza
IAR
7511863
ALEJANDRA OCAMPO RAEDER
IAR
7574056
Jose Luis Gonzalez Narro
IAR
6996222
EDUARDO EUGENIO RODRIGUEZ
IAR
4319000
GUILLERMO ESPINOSA MONTAUDON
IAR
2538835
VICTORIA CARMEN SANTAELLA
IAR
2827181
EDUARDO JAVIER TAMBORREL
IAR
2686317
Josue A. Chavez
IAR
6715226
DAVID ARTURO RAMIREZ
IAR
5805541
Mauricio Paredes Rodriguez
IAR
8067000
ALBERTO LUNA
IAR
4173148
JUAN ALVARADO
IAR
6147422