STANSBERRY ASSET MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.29B |
| Discretionary | $1.29B100% of AUM |
| Client Accounts | 3,714 |
| Avg Account Size | $348K |
| Employees | 34 |
| Peak AUM | $1.29BMar 2026 |
AUM by Client Type
Total AUM
$1.3B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +23.1% | +21.9% | +19.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.29B |
| Discretionary | $1.29B |
| Employees | 34 |
| Client Accounts | 3714 |
| Client Range | 251-500 |
Contact & Location
Address
1600 SOLANA BOULEVARD
WESTLAKE TX 76262
Phone
646-854-4370
Filing History
28 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported