DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Stonex International Advisors Inc

Independent wealth managerMiami, FloridaCRD 153799SEC 801-123538websiteIAPD
Latest filing Jul 8, 2026
First filing on the tape Feb 24, 2022 · 41 filings
SEC status approved since Mar 25, 2022
RAUM
$107M
reported, Item 5.F
Discretionary
60%
of RAUM
Private clients
77%
$82.1M individuals and HNW
Advisors
14
registered through the firm on IAPD
RAUM per advisor
$7.6M
derived; firm RAUM over IAPD count
Employees
15
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$107M as of Jul 8, 2026
Mar 6, 2023$99.2M then
HNW client RAUM$57.8M as of Jul 8, 2026
Mar 6, 2023$12.9M then
State-registered IARs (5.B.3)15 as of Jul 8, 2026
Mar 6, 202321 then
Employees (5.A)15 as of Jul 8, 2026
Mar 6, 202321 then
Private funds: no history
RAUM -53% over the last fiscal year+2.4% a year over threeIARs 25 to 15
Practice profile
derived from the filing of Jul 8, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$7.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
5derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.6MderivedHNW RAUM over HNW clients
Average account
$1.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
60%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.1derivedItem 5.A over advisors
Advisors per office
14.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-53%derivedbetween the last two annual amendments
Advisor growth, one year
-40%derivedItem 5.B.3 between annual amendments
Client growth, one year
-51%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$57.8M54%
  • Corporations and businesses$24.5M23%
  • Individuals$24.3M23%
Individual clients
45reported
HNW clients
22reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
77reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.77 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=14.0 bank_owner=falsederived
Advisors registered through the firm
14 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Everardo VidaurriMiami, FlSep 22, 201033 y2
Eduardo Eugenio RodriguezMiami, Fl May 3, 201115 y0
Tiffany NealonMiami, FlJan 9, 201511 y0
Alberto LunaMiami, FlApr 27, 201725 y2
Eduardo Javier TamborrelMiami, Fl Nov 9, 201830 y0
Victoria Carmen SantaellaMiami, FlApr 30, 201924 y0
Maria Fernanda Cons De La GarzaMiami, FlMay 10, 202214 y0
Jose Luis Gonzalez NarroMiami, FlJul 7, 202216 y1
Juan AlvaradoPinecrest, Fl Jan 18, 202312 y2
Josue A. ChavezMiami, FlApr 19, 202310 y1
Guillermo Espinosa MontaudonNew York, Ny Aug 1, 202330 y0
Alejandra Ocampo RaederMiami, FlOct 31, 202312 y0
David Arturo RamirezMiami, FlOct 29, 202516 y0
Mauricio Paredes RodriguezMiami, FlDec 18, 202511 y0
Advisor movement
2 left, 0 joined in 12 months
net -2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 14% of current headcount12 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Patrick Jonathan Jones · Cfocontrol
    since 07/2024 · owns less than 5%
  • Tiffany Nealon · Chief Compliance Officer & Aml Compliance Officercontrol
    since 03/2015 · owns less than 5%
  • Everardo Vidaurri · Director; Chief Executive Officer;control
    since 04/2010 · owns less than 5%
  • Eduardo Garcia Lecuona · Shareholdercontrol
    since 05/2006 · owns 25% to 50% of Grupo Intercam, S.A. De C.V.
  • Enrique Carlos Valenzuela · Director
    since 06/2024 · owns less than 5%
Entity owners
  • Intercam Holdings, Inc. · Owner
    direct · owns 75% or more
  • Grupo Intercam, S.A. De C.V. · Owner
    indirect · owns 75% or more of Intercam Holdings, Inc.
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Miami, Fl · principal1422
Hoboken, Nj000
Houston, Tx000
Westport, Ct000
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
5 against comparable advisers; where to look, not conclusions
  • client count collapseChange between filings · filing Mar 27, 2026
    individual and HNW clients (Item 5.D) moved from 138.0 to 67.0 (-51.0%) between the annual amendments of 2025-03-12 and 2026-03-27; the peer median change was +3.0% (3309 comparable advisers, 2.0th percentile of changes)
    peers: independent wealth managers, $100M to $500M (3,309) · 1.5% percentile
  • RAUM down 50 %Change between filings · filing Mar 27, 2026
    RAUM (Item 5.F) moved from $225,122,494 to $106,652,630 (-53.0%) between the annual amendments of 2025-03-12 and 2026-03-27; the peer median change was +15.0% (4550 comparable advisers, 0.0th percentile of changes)
    peers: independent wealth managers, $100M to $500M (4,550) · 0.4% percentile
  • advisor count dropChange between filings · filing Mar 27, 2026
    advisory representatives (Item 5.B.3) moved from 25.0 to 15.0 (-40.0%) between the annual amendments of 2025-03-12 and 2026-03-27; the peer median change was 0.0% (965 comparable advisers, 3.0th percentile of changes)
    peers: independent wealth managers, $100M to $500M (965) · 2.6% percentile
  • employee count dropChange between filings · filing Mar 27, 2026
    employees (Item 5.A) moved from 25.0 to 15.0 (-40.0%) between the annual amendments of 2025-03-12 and 2026-03-27; the peer median change was 0.0% (507 comparable advisers, 4.0th percentile of changes)
    peers: independent wealth managers, $100M to $500M (507) · 3.8% percentile
  • HNW share shiftChange between filings · filing Mar 27, 2026
    HNW share of RAUM moved from 72.0% to 54.0% between the annual amendments of 2025-03-12 and 2026-03-27
    peers: independent wealth managers, $100M to $500M (5,676)
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 148 to 77
    Dec 22, 2025 to Mar 27, 2026
  • Advisory employees · 23 to 15
    Dec 22, 2025 to Mar 27, 2026
  • BD registered reps · 24 to 14
    Dec 22, 2025 to Mar 27, 2026
  • HNW clients · 52 to 22
    Dec 22, 2025 to Mar 27, 2026
  • Individual clients · 86 to 45
    Dec 22, 2025 to Mar 27, 2026
  • Employees · 25 to 15
    Dec 22, 2025 to Mar 27, 2026
  • State-registered IARs · 25 to 15
    Dec 22, 2025 to Mar 27, 2026
  • Discretionary RAUM · $168M to $64.2M
    Dec 22, 2025 to Mar 27, 2026
  • HNW RAUM · $162M to $57.8M
    Dec 22, 2025 to Mar 27, 2026
  • Individual RAUM · $40.8M to $24.3M
    Dec 22, 2025 to Mar 27, 2026
  • Non-discretionary RAUM · $57.1M to $42.4M
    Dec 22, 2025 to Mar 27, 2026
  • RAUM · $225M to $107M
    Dec 22, 2025 to Mar 27, 2026
  • Business name · INTERCAM ADVISORS, INC. to STONEX INTERNATIONAL ADVISORS INC
    Aug 12, 2025 to Nov 21, 2025
  • Financial planning clients · 0 to 0
    Aug 12, 2025 to Nov 21, 2025
  • Legal name · INTERCAM ADVISORS, INC. to STONEX INTERNATIONAL ADVISORS INC
    Aug 12, 2025 to Nov 21, 2025
  • Related adviser · false to true
    Aug 12, 2025 to Nov 21, 2025
  • Related bank · false to true
    Aug 12, 2025 to Nov 21, 2025
  • Accounts · 100 to 148
    Mar 3, 2025 to Mar 12, 2025
  • Advisory employees · 22 to 23
    Mar 3, 2025 to Mar 12, 2025
  • Corporate clients · 3 to 10
    Mar 3, 2025 to Mar 12, 2025
  • HNW clients · 35 to 52
    Mar 3, 2025 to Mar 12, 2025
  • Individual clients · 62 to 86
    Mar 3, 2025 to Mar 12, 2025
  • Discretionary RAUM · $74.3M to $168M
    Mar 3, 2025 to Mar 12, 2025
  • HNW RAUM · $85.4M to $162M
    Mar 3, 2025 to Mar 12, 2025
  • Individual RAUM · $27.6M to $40.8M
    Mar 3, 2025 to Mar 12, 2025
  • Non-discretionary RAUM · $47.0M to $57.1M
    Mar 3, 2025 to Mar 12, 2025
  • RAUM · $121M to $225M
    Mar 3, 2025 to Mar 12, 2025
  • Accounts · 92 to 100
    Dec 1, 2023 to Feb 21, 2024
  • Advisory employees · 19 to 22
    Dec 1, 2023 to Feb 21, 2024
  • BD registered reps · 21 to 24
    Dec 1, 2023 to Feb 21, 2024
  • Corporate clients · unset to 3.0
    Dec 1, 2023 to Feb 21, 2024
  • HNW clients · 3 to 35
    Dec 1, 2023 to Feb 21, 2024
  • Individual clients · 89 to 62
    Dec 1, 2023 to Feb 21, 2024
  • Employees · 21 to 25
    Dec 1, 2023 to Feb 21, 2024
  • State-registered IARs · 21 to 25
    Dec 1, 2023 to Feb 21, 2024
  • Discretionary RAUM · $57.5M to $74.3M
    Dec 1, 2023 to Feb 21, 2024
  • HNW RAUM · $12.9M to $85.4M
    Dec 1, 2023 to Feb 21, 2024
  • Individual RAUM · $86.3M to $27.6M
    Dec 1, 2023 to Feb 21, 2024
  • Non-discretionary RAUM · $41.7M to $47.0M
    Dec 1, 2023 to Feb 21, 2024
  • RAUM · $99.2M to $121M
    Dec 1, 2023 to Feb 21, 2024
Signals
20 dated events
  • Eric Ramon Simon left Stonex International Advisors Inc for Balanz (registered 2026-05-05)
    Apr 20, 2026 · Advisor changed firm · fact
  • Stonex International Advisors Inc reported 15 state-registered advisory representatives, down from 25 (2025-12-22 to 2026-03-27)
    Mar 27, 2026 · Advisor headcount change · derived
  • Stonex International Advisors Inc reported RAUM $106.7M, down 53% from $225.1M (2025-12-22 to 2026-03-27)
    Mar 27, 2026 · RAUM change · derived
  • Gabriel Vallejo left Stonex International Advisors Inc for Vanguard Advisers, Inc. (registered 2026-02-18)
    Oct 23, 2025 · Advisor changed firm · fact
  • Alejandro Garcia left Stonex International Advisors Inc for Bulltick Wealth Management, Llc (registered 2025-08-12)
    Aug 4, 2025 · Advisor changed firm · fact
  • Carlos Antonio Mena left Stonex International Advisors Inc for Bulltick Wealth Management, Llc (registered 2025-08-19)
    Aug 4, 2025 · Advisor changed firm · fact
  • Oscar Luis Santaella left Stonex International Advisors Inc for Bulltick Wealth Management, Llc (registered 2025-08-08)
    Aug 4, 2025 · Advisor changed firm · fact
  • Arnoldo Porras left Stonex International Advisors Inc for Bulltick Wealth Management, Llc (registered 2025-08-07)
    Aug 4, 2025 · Advisor changed firm · fact
  • Jose Manuel Cobian Moran left Stonex International Advisors Inc for Insigneo Advisory Services, Llc (registered 2025-08-05)
    Aug 1, 2025 · Advisor changed firm · fact
  • Javier Cortina Obregon left Stonex International Advisors Inc for Insigneo Advisory Services, Llc (registered 2025-08-04)
    Aug 1, 2025 · Advisor changed firm · fact
  • Nicole Estefania Flores Santos left Stonex International Advisors Inc for Insigneo Advisory Services, Llc (registered 2025-08-04)
    Aug 1, 2025 · Advisor changed firm · fact
  • 4 advisors left Stonex International Advisors Inc (Miami, FL) for Insigneo Advisory Services, LLC on the same day
    Aug 1, 2025 · Team lift-out · derived
  • Ricardo Roberts left Stonex International Advisors Inc for Insigneo Advisory Services, Llc (registered 2025-08-07)
    Aug 1, 2025 · Advisor changed firm · fact
  • Alex Matar Agundis left Stonex International Advisors Inc for Ipg Investment Advisors, Llc (registered 2025-07-11)
    Jun 23, 2025 · Advisor changed firm · fact
  • Stonex International Advisors Inc reported RAUM $225.1M, up 85% from $121.4M (2025-03-03 to 2025-03-12)
    Mar 12, 2025 · RAUM change · derived
  • Mariana Isabel Muro Riveiro left Stonex International Advisors Inc for Jefferies Investment Advisers Llc (registered 2025-03-20)
    Mar 3, 2025 · Advisor changed firm · fact
  • Patrick Jonathan Jones (Cfo) appeared on Schedule A of Stonex International Advisors Inc
    Aug 22, 2024 · Control person joined · fact
  • Carlos Oleg Saitcevsky Guerrero left Stonex International Advisors Inc for Ameriprise Financial Services, Llc (registered 2022-09-19)
    Sep 16, 2022 · Advisor changed firm · fact
  • Juan Salvador Amaya Franck left Stonex International Advisors Inc for Invex Advisors Llc (registered 2025-01-31)
    May 12, 2022 · Advisor changed firm · fact
  • Intercam Advisors, Inc. filed its initial SEC registration (Form ADV)
    Feb 24, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Website
INTERCAM.USreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
305-377-8008reportedpublic record, Form ADV, Jul 8, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$7.6Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026