A complete list of active advisors currently associated with Stansberry Asset Management, LLC

Warmer can help you find a great advisor at Stansberry Asset Management, LLC or one who fits your needs even better.

Stansberry Asset Management, LLC provides discretionary investment management and financial planning primarily to high‑net‑worth individuals and families through separately managed accounts. The firm reports approximately $1.29 billion in regulatory AUM, operates with a multi‑advisor team and typically requires a $500,000 account minimum. SAM pursues an opportunistic, value‑oriented investment approach across global equities and credit, combining top‑down macro analysis with bottom‑up fundamental research to build custom portfolios. The firm uses a range of strategies — including capital‑efficient and “float” businesses, macro deep value, special situations, distressed assets, small‑ and mid‑cap stocks, options, and income/yield investments — and allows clients to impose investment restrictions. Distinctive aspects include SAM’s role as an investment manager to private credit funds (the SAM Alternative Investment Opportunities Fund I and II), which anticipate committing to multiple private credit portfolio funds and accept only Accredited Investors, Qualified Clients, or Qualified Purchasers, with Fund II limiting contributions to IRAs and Solo 401(k)s. SAM also has business ties to the Stansberry Research publishing business (sharing an investment philosophy and at times investing in securities discussed in SR publications) and holds a minority ownership interest in another registered adviser, Holistic Wealth Advisors, while describing information barriers and other governance measures.

To learn more about the advisors currently working at Stansberry Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.