Oxbow Advisors
47yrs
Top advisor by experience in Austin
21yrs
Stuart Bernstein
Financial advisor at Prime Capital Financial
Stuart Bernstein has worked in the financial industry for 21 years and is a financial advisor based in Austin, Texas. Stuart has been with Prime Capital Financial since 2025. Prime Capital Financial offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 69% of advisors in Austin
OfficeAustin, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$850,430
Advisors at the firm263
States licensed ?1 state
Services through Prime Capital Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Dec 2025 – nowPrime Capital FinancialCurrent firm
Contact Stuart
(800) 493-6226Firm headquarters in Overland Park, KS. Ask for Stuart. Austin, TXOffice · Get directions Firm websiteprimefinancialtampa.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Stuart
Tailored to Stuart’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stuart
How do I contact Stuart?
Call Prime Capital Financial at (800) 493-6226 and ask for Stuart Bernstein. Stuart works from the Austin, TX office.
How long has Stuart been a financial advisor?
Stuart has been in the industry since 2005, about 21 years. More experience than 69% of advisors in Austin.
What licenses does Stuart hold?
Series 63. Tap any license on this page to see what it allows.
Is Stuart a fiduciary?
Stuart is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Stuart paid?
Prime Capital Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Stuart for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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