Stansberry Asset Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 996
- Avg AUM / client
- $1.3M
- Accounts
- 3,714
- Employees
- 34
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 03, 2026
Investments (13F portfolio — 141 positions, $972,710,357)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 0-3 MNTH TREASRY | $44,491,687 | 442,000 | 4.57% | 3.45% |
| 2 | Alphabet Inc | CAP STK CL A | $41,604,307 | 144,680 | 4.28% | 3.22% |
| 3 | Axis Cap Hldgs Ltd | SHS | $28,701,083 | 283,020 | 2.95% | 2.22% |
| 4 | Cme Group Inc | COM | $24,318,528 | 82,338 | 2.5% | 1.88% |
| 5 | Amazon Com Inc | COM | $24,008,324 | 115,275 | 2.47% | 1.86% |
| 6 | Coca Cola Co | COM | $23,932,927 | 314,700 | 2.46% | 1.85% |
| 7 | General Dynamics Corp | COM | $23,098,179 | 67,298 | 2.37% | 1.79% |
| 8 | Triple Flag Precious Metal | COM | $20,492,879 | 590,403 | 2.11% | 1.59% |
| 9 | Eli Lilly & Co | COM | $19,705,373 | 21,424 | 2.03% | 1.53% |
| 10 | Shell Plc | SPON ADS | $19,677,561 | 211,587 | 2.02% | 1.52% |
| 11 | Vita Coco Co Inc | COM | $19,029,948 | 397,202 | 1.96% | 1.47% |
| 12 | Aar Corp | COM | $18,715,033 | 170,976 | 1.92% | 1.45% |
| 13 | Timken Co | COM | $18,688,330 | 185,824 | 1.92% | 1.45% |
| 14 | Ishares Tr | MBS ETF | $18,599,302 | 195,885 | 1.91% | 1.44% |
| 15 | Markel Group Inc | COM | $18,212,376 | 9,515 | 1.87% | 1.41% |
| 16 | Janus Detroit Str Tr | HENDERSON MTG | $17,397,905 | 385,080 | 1.79% | 1.35% |
| 17 | Visa Inc | COM CL A | $17,133,785 | 56,689 | 1.76% | 1.33% |
| 18 | Crh Plc | ORD | $16,189,322 | 154,008 | 1.66% | 1.25% |
| 19 | Nvidia Corporation | COM | $16,187,989 | 92,821 | 1.66% | 1.25% |
| 20 | Cboe Global Mkts Inc | COM | $15,358,458 | 54,643 | 1.58% | 1.19% |
| 21 | Intercontinental Exchange In | COM | $15,156,951 | 96,369 | 1.56% | 1.17% |
| 22 | Kenvue Inc | COM | $14,927,822 | 865,883 | 1.53% | 1.16% |
| 23 | Aes Corp | COM | $13,654,943 | 969,123 | 1.4% | 1.06% |
| 24 | Microsoft Corp | COM | $13,535,509 | 36,566 | 1.39% | 1.05% |
| 25 | Berkley W R Corp | COM | $12,813,788 | 193,328 | 1.32% | 0.99% |
Top 25 of 141 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 396 | $245M | 19.0% |
| High net worth individuals | 579 | $1.0B | 79.5% |
| Pension and profit sharing plans | 11 | $14.1M | 1.09% |
| Charitable organizations | 7 | $3.2M | 0.24% |
| Corporations and other businesses | 3 | $2.1M | 0.16% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sam Alternative Investment Opportunities Fund I | Other Private Fund | Delaware | $0 | 0 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Obrien, Eamonn, Grant | Chief Operating Officer | Mar 2016 (10y) | 5% – 10% | |
| Austin Gregory Root | Chief Investment Officer | Jul 2021 (5y) | 5% – 10% | |
| Christopher James Delaura | Chief Executive Officer | CFP | May 2022 (4y) | 5% – 10% |
| Jeffrey Spencer Sargent | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Kenneth Lee Sitnick | Registered representative | Dec 2022 (4y) | ||
| Michael James Joseph | Registered representative | CFA | Dec 2022 (4y) | |
| Jared Millard Joseph Skinner | Registered representative | Jan 2023 (4y) | ||
| Jeffrey D Starr | Registered representative | Jan 2023 (4y) | ||
| Maurice Leonard Whittaker | Registered representative | Jan 2023 (4y) | ||
| Kimberley Carol Threadgill | Registered representative | CFP | Jan 2023 (4y) | |
| Christopher Clarke Gilmor | Registered representative | CFP | Jan 2023 (4y) | |
| Ryan Michael Walker | Registered representative | Jan 2023 (4y) | ||
| William Frederick Pedersen | Registered representative | Mar 2023 (3y) | ||
| Bethany Ahlquist | Registered representative | Oct 2023 (3y) | ||
| Corey Thomas Drejas | Registered representative | Oct 2023 (3y) | ||
| George Matthew Stock | Registered representative | Jun 2024 (2y) | ||
| Claire Noelle Snider | Registered representative | Jan 2025 (2y) | ||
| Mario Vincent Valente | Registered representative | CFA | Jan 2025 (2y) | |
| Zachary Laws | Registered representative | Oct 2025 (1y) | ||
| Peter Mahony | Registered representative | Dec 2025 (1y) | ||
| Rick Kennedy | Registered representative | Dec 2025 (1y) | ||
| Ty Trosky | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stansberry Asset Management Partners, Lp | Managing Member | Nov 2015 | A | 75% or more |
| Stansberry Asset Management Partners (Gp), Llc | General Partner | Nov 2015 | B | GP / trustee / elected manager of Stansberry Asset Management Partners, Lp (indirect) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sam Alternative Investment Opportunities Fund I | Other Private Fund | $0 | $300K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 1.44 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Pershing $1.2B (93% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗