{ "crd_number": 153799, "slug": "stonex-international-advisors-inc-miami-fl-153799", "primary_business_name": "STONEX INTERNATIONAL ADVISORS INC", "legal_name": "STONEX INTERNATIONAL ADVISORS INC", "dbas": [], "city": "Miami", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-03-25", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-07-08", "carried_forward": false, "raum_total": 106652630.0, "raum_discretionary": 64246223.0, "raum_non_discretionary": 42406407.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 15, "advisory_employees": 15, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 24331491.0, "count": 45 }, "high_net_worth_individuals": { "raum": 57809546.0, "count": 22 }, "corporations_other_businesses": { "raum": 24511593.0, "count": 10 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "other", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CT", "FL", "TX" ], "websites": [ "https://intercam.us" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153799", "city_as_filed": "MIAMI", "url": "https://advisorcensus.com/firm/stonex-international-advisors-inc-miami-fl-153799", "display_name": "Stonex International Advisors Inc", "summary": "Stonex International Advisors Inc is an SEC-registered investment advisory firm in Miami, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.", "citation": "AdvisorCensus. Stonex International Advisors Inc (CRD 153799): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Other" ], "quick_answers": [ { "q": "How is Stonex International Advisors Inc compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Stonex International Advisors Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Stonex International Advisors Inc located?", "a": "Stonex International Advisors Inc's principal office is in Miami, FL, according to its Form ADV." }, { "q": "Is Stonex International Advisors Inc registered with the SEC or a state?", "a": "Stonex International Advisors Inc is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 153799." }, { "q": "How much does Stonex International Advisors Inc manage?", "a": "Stonex International Advisors Inc reports $106,652,630 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (60% discretionary)." }, { "q": "How have Stonex International Advisors Inc's assets and staff changed since 2022?", "a": "In the Form ADV data for Stonex International Advisors Inc: Regulatory assets under management: $120,639,096 in the October 2022 data and $106,652,630 in the October 2026 data, down 12%. Total employees: 22 in October 2022 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Stonex International Advisors Inc serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (22); corporations or other businesses not listed above (10)." }, { "q": "Which custodians does Stonex International Advisors Inc use?", "a": "Stonex International Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banco Santander International, Morgan Stanley and Pershing, LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Stonex International Advisors Inc report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153799" }, { "q": "What changed in Stonex International Advisors Inc's recent Form ADV filings?", "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2022-10-01", "regulatory_assets_under_management": 120639096.0, "total_employees": 22, "filing_date": "2022-09-06" }, { "period": "2023-10-01", "regulatory_assets_under_management": 99198616.0, "total_employees": 21, "filing_date": "2023-07-27" }, { "period": "2024-10-01", "regulatory_assets_under_management": 121387320.0, "total_employees": 25, "filing_date": "2024-09-04" }, { "period": "2025-10-01", "regulatory_assets_under_management": 225122494.0, "total_employees": 25, "filing_date": "2025-07-16" }, { "period": "2026-10-01", "regulatory_assets_under_management": 106652630.0, "total_employees": 15, "filing_date": "2026-07-08" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 23 to 15.", "Regulatory assets under management went from $225,122,494 to $106,652,630 (-53%)." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Item 11 disclosure answers changed: 0 yes answers, previously 4 (now no: 11.C(1), 11.C(2), 11.C(4), 11.C(5))." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Item 11 disclosure answers changed: 4 yes answers, previously 0 (now yes: 11.C(1), 11.C(2), 11.C(4), 11.C(5)).", "Changed its legal name from Intercam Advisors, Inc. to Stonex International Advisors Inc.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Banco Santander International", "name_as_filed": "BANCO SANTANDER INTERNATIONAL", "affiliated": false }, { "name": "Morgan Stanley", "name_as_filed": "MORGAN STANLEY", "affiliated": false }, { "name": "Pershing, LLC", "name_as_filed": "PERSHING, LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/stonex-international-advisors-inc-miami-fl-153799.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 45, "fewer_than_5": false, "raum": 24331491.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 22, "fewer_than_5": false, "raum": 57809546.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 10, "fewer_than_5": false, "raum": 24511593.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153799", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }