Stabile Investment Management

RIAState Registered
Total AUM
$101M
Discretionary
$96.3M
96% of AUM
Avg account
$1.6M
Accounts
62
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
145845
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI94.05%
  • Other4.46%
  • Individuals1.49%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Stabile Investment Management is an independent RIA organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, charging clients on a percentage-of-AUM basis and for some services on an hourly fee schedule. Investment activity centers on publicly traded equities and exchange-traded products as the primary portfolio building blocks; the firm also accesses third‑party alternative managers. Stabile runs predominantly discretionary mandates and does not characterize itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, State & Local Bonds 13%, Cash & Cash Equivalents 3%, US Government Bonds 1%83%
  • Exchange Traded Equities83%
  • State & Local Bonds13%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth