Stavis Margolis Advisory Services Inc (Houston)

Stavis Margolis Advisory Services Inc is a large advisory firm based in Houston. It manages $479.83 million of regulatory assets for 1,135 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 24 other states.

Stavis Margolis Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stavis Margolis Advisory Services: assets under management

The assets under management (AUM) of Stavis Margolis Advisory Services Inc is $479.83 million. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $454.24 million in discretionary accounts and $25.59 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $412.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $775.43 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stavis Margolis Advisory Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stavis Margolis Advisory Services Inc

Mary Kathryn Margolis has been acting as President since 1 Jun 1996. Thomas Edwin Samuels has served as the Chief Investment Officer since 1 Jan 2000 and Deborah Mccully Stavis is the Chief Executive Officer of Stavis Margolis Advisory Services Inc family office. Peter Paulsen joined the executive team most recently as the Secretary/Director.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 7 indirect owners.

Based in Houston

The principal office where Stavis Margolis Advisory Services Inc performs its advisory services is located at 1300 Post Oak Blvd Ste 1500, Houston, TX 77056 3093, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-552-9277 or by fax 713-552-0906. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.stavismargolis.com.

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