Carl Stuart Investment Advisor is an investment advisor in Austin with $424.17 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
742862133
SEC advisor number
801-56546
FINRA CRD number
109995
AUM ?
$468.36 mm
(as of 11 Apr 24)
Accounts
937
(as of 11 Apr 24)
Employees
4
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 May 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22