Investment advisers in Stuart, FL
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Fogel Capital Management Inc | $436.7 million | 11 | 0 |
| Victrix Investment Advisors | $343.3 million | 7 | 1 |
| Spectra Investment Management, LLC | $306.8 million | 3 | 0 |
| Dunn Capital Management | $269.0 million | 27 | 1 |
| Ralicki Wealth Management & Trust Services | $129.0 million | 3 | 0 |