Stonex International Advisors Inc
- Regulatory AUM
- $107M
- Discretionary
- $64.2M
- Clients
- 77
- Avg AUM / client
- $1.4M
- Accounts
- 77
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 45 | $24.3M | 22.8% |
| High net worth individuals | 22 | $57.8M | 54.2% |
| Corporations and other businesses | 10 | $24.5M | 23.0% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Garcia Lecuona, Eduardo | Shareholder | May 2006 (20y) | ≈ 14.06% – 50% via Grupo Intercam, S.A. De C.V. | |
| Everardo Vidaurri | Director; Chief Executive Officer; | Apr 2010 (16y) | Less than 5% | |
| Tiffany Nealon | Chief Compliance Officer & Aml Compliance Officer | Jan 2015 (12y) | Less than 5% | |
| Valenzuela, Carlos, Enrique | Director | Jun 2024 (2y) | Less than 5% | |
| Jones, Jonathan, Patrick | Cfo | Jul 2024 (2y) | Less than 5% | |
| Eduardo Eugenio Rodriguez | Registered representative | May 2011 (15y) | ||
| Alberto Luna | Registered representative | Apr 2017 (9y) | ||
| Eduardo Javier Tamborrel | Registered representative | Nov 2018 (8y) | ||
| Victoria Carmen Santaella | Registered representative | Apr 2019 (7y) | ||
| Maria Fernanda Cons De La Garza | Registered representative | May 2022 (4y) | ||
| Jose Luis Gonzalez Narro | Registered representative | Jul 2022 (4y) | ||
| Juan Alvarado | Registered representative | Jan 2023 (4y) | ||
| Josue A. Chavez | Registered representative | Apr 2023 (3y) | ||
| Guillermo Espinosa Montaudon | Registered representative | Aug 2023 (3y) | ||
| Alejandra Ocampo Raeder | Registered representative | Oct 2023 (3y) | ||
| David Arturo Ramirez | Registered representative | Oct 2025 (1y) | ||
| Mauricio Paredes Rodriguez | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Intercam Holdings, Inc. | Owner | Apr 2010 | A | 75% or more |
| Grupo Intercam, S.A. De C.V. | Owner | Apr 2010 | B | ≈ 56.25% – 100% via Intercam Holdings, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Garcia Lecuona, Eduardo: 25% – 50% of Grupo Intercam, S.A. De C.V. × 75% – 100% of Intercam Holdings, Inc. × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Grupo Intercam, S.A. De C.V.: 75% – 100% of Intercam Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Pershing $92.7M (87% of AUM) Jul 2026
- Banco Santander International $7.4M (7% of AUM) Jul 2026
- Morgan Stanley $6.6M (6% of AUM) Jul 2026
- Union Bancaire Privee, Ubp S.A. $6.2M (5% of AUM) Jan 2023
- Raymond James $4.2M (3% of AUM) Jan 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗