Stableford Capital LLC

RIASEC Registered

Total AUM

$305M

Discretionary

$282M

93% of AUM

Avg account

$1.2M

Accounts

254

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 173383
Registered since: November 7, 2014
Website: stablefordcapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI90.64%
Individuals6.54%
Pension & Profit Sharing Plans2.82%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Stableford Capital LLC is an independent registered investment adviser that serves individual and family clients with fee-based financial planning and portfolio management. The firm is registered with the SEC (initial registration in 2014) and provides a mix of services that include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its client billing uses a combination of percentage-of-AUM, hourly charges, and fixed fees. The firm identifies as a Limited Liability Company and reports it does not act as a capital allocator. It is not flagged as an active ESG investor.