Carl Stuart



Carl Stuart is an Independent Registered Investment Advisor. He manages approximately $340 million, primarily on a fee basis, and has been in the business for 32 years. Carl has been married to his wife, Claire, for more than 40 years and has three children. In 2002, he was honored by Registered Representative, a national magazine, as one of the top 10 advisors in the United States.

For the last five years, Carl was honored by Registered Representative magazine as one of the top100 independent advisors in the country. In 2008, Carl was listed in Fortune Magazine as one of the top 50 independent advisors in America. In 2009, 2010, and 2011, Carl was listed in Barron’s magazine as one of the top 1,000 advisers in the nation.

Carl is Chairman of the Board of the Texas Presbyterian Foundation in Dallas, Board Member and Chair of People’s Community Clinic, former Trustee and Chairman of the Investment and Finance Committee of Pine Manor College in Boston, Massachusetts, past Chair of the YMCA of Austin, past President of Big Brothers/Big Sisters of Austin and past President of Westwood Country Club