# STUART INVESTMENT ADVISORS, INC.

STUART INVESTMENT ADVISORS, INC. of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 109995
- Type: SEC-registered investment adviser
- SEC file number: 801-56546
- Location: 623 W 38TH STREET, SUITE 110, AUSTIN, TX, 78705-1212
- Phone: 512-478-2275
- Latest filing: 2026-03-12
- Regulatory AUM: $630.5M
- Discretionary AUM: $548.9M
- Non-discretionary AUM: $81.6M
- Clients: 4
- Accounts: 1,005

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Stuart Wilson | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | Singapore, U0 |
| Stuart Michael Wilson | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | Singapore, U0 |
| Lisa L Bocanegra | VICE PRESIDENT | — |
| Linda Joann Heard | SECRETARY/TREASURER | — |
| Carl Wilson Stuart | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Stuart Henderson Wilson | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| BOCANEGRA LISA A | VICE PRESIDENT | — |
| HEARD LINDA JOANN | SECETARY/TREASURER; SECRETARY/TREASURER | — |
| BOCANEGRA LISA L | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109995/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109995/similar
- Related entities: https://search.stillhousedata.com/firm/109995/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109995

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.