# STANSBERRY ASSET MANAGEMENT, LLC

STANSBERRY ASSET MANAGEMENT, LLC of WESTLAKE, TX is an SEC-registered investment adviser.

## Registration

- CRD: 282103
- Type: SEC-registered investment adviser
- SEC file number: 801-107061
- Location: 1600 SOLANA BOULEVARD, BUILDING 8 SUITE 8100, WESTLAKE, TX, 76262
- Phone: 646-854-4370
- Latest filing: 2026-06-03
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 34
- Accounts: 3,714

## Business model

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

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Austin Gregory Root | CHIEF INVESTMENT OFFICER | New York, NY |
| Jeffrey Spencer Sargent | CHIEF COMPLIANCE OFFICER | — |
| Christopher James Delaura | CHIEF EXECUTIVE OFFICER | — |
| Eamonn Grant Obrien | CHIEF OPERATING OFFICER | — |
| KALIR EREZ CHARNES | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SARGENT JEFFREY SPENCER | CHIEF COMPLIANCE OFFICER | — |
| ROOT AUSTIN GREGORY | CHIEF INVESTMENT OFFICER | — |
| DELAURA CHRISTOPHER JAMES | CHIEF EXECUTIVE OFFICER | — |
| NORIN MYLES HERSCHEL | MANAGER | — |
| BONNER WILLIAM ROBERT | TRUSTEE | — |
| HANKEY JEAN RAMBO | TRUSTEE | — |
| BONNER WILLIAM | TRUSTEE | — |
| HANKEY JEAN | TRUSTEE | — |
| NORIN MYLES | MANAGER | — |
| OBRIEN EAMONN GRANT | CHIEF OPERATING OFFICER | — |
| LIENESCH MOLLY KATHLEEN | PRESIDENT | — |
| FORMICHELLA JOHN THOMAS | CHIEF COMPLIANCE OFFICER | — |
| DOLCE VINCENT | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282103/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282103/similar
- Related entities: https://search.stillhousedata.com/firm/282103/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282103

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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.