Trusted investment management for 46+ years.

For over four decades, Stuart Investment Advisors has helped individuals, organizations and families build lasting financial stability.

We don’t chase trends. We offer disciplined, fundamentals-based planning with a long-range view, strategic investment management, and real conversations that help you make confident decisions about your future.

We are a family-led investment firm built on trust and clear communication.

Carl Stuart has spent more than 46 years as a licensed investment advisor, founding Stuart Investment Advisors as an independent, fee-based fiduciary firm in 1997. For decades, his trusted voice and investment perspective have helped anchor the Austin community and beyond. Today, he leads the firm alongside his daughter Lindsey, who brings a modern lens shaped by years in public service and philanthropy.

Their guidance is grounded in what is true today and informed by decades of market experience.

As a father-daughter team, Carl and Lindsey are living the legacy transition many of our clients face—making them uniquely equipped to help families navigate wealth across generations.

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Why Stuart Investment Advisors

Proven

Trusted for 46+ years, $500M+ AUM, and a reputation built on results, not hype.

Seasoned

Carl and Lindsey bring generational balance with seasoned fundamentals and modern insight.

Real

Long-term client relationships. Clear communication, no jargon—just honest advice and approachable education.

Our Experience

We take the long view.

Over four decades, we’ve helped clients weather market highs and lows, transitions, and turning points. Many of our client relationships span generations.

We manage $500M+ in assets today, but it’s the trust behind that number that matters most.

Over that time, our client retention rate has remained over 95%.

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Catch Carl Stuart every Saturday from 5:00 to 6:00 PM on KUT.

“Money Talk” is Austin’s trusted source for clear, practical financial education. Listen in, right after All Things Considered.

How to Listen

Catch Money Talk every Saturday from 5:00–6:00 PM on KUT 90.5 FM in Austin.

Listen live https://www.kut.org

Call in during the live show at 512-921-5888

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"We’re not here to hype markets or push products.
We’re here to help people think clearly, act wisely, and plan with purpose."

- Carl Stuart