Stableford Capital LLC

RIASEC RegisteredEst. 2014
Total AUM
$305M
Discretionary
$282M
93% of AUM
Avg account
$1.2M
Accounts
254
Employees
4
Advisory reps
5

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 organized as an LLC and registered with the SEC in 2014. The firm serves individual and family clients, offering financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting services. Compensation arrangements include percentage-of-AUM fees plus the option for hourly and fixed-fee engagements. The firm does not present itself as an internal capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 72%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 4%, Other 3%, Private Funds 1%72%
  • Exchange Traded Equities72%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents4%
  • Other3%
  • Private Funds1%

Owners & executives

2 of 2
  • Andrew Brinkman

    Andrew Brinkman

    CEO and FounderCRD 2727918

  • Mark Rehn

    Mark Rehn

    Chief Financial Officer & Chief Compliance OfficerCRD 2069136

Contacts

3 of 3
  • James Patterson

    James Patterson

    DirectorCRD 2086691

  • Gage Boegli

    CRD 8310081

  • Justin Thomas

    Justin Thomas

    Managing PartnerCRD 2819623

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$109M in ETFs

Passive

96%

$104M

Active

4%

$4.7M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)State StreetPassiveUltrashort Bond$19.5M212,45617.90%
Unlock additional holdings →

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
14648 N Scottsdale Rd
Time zone
MT (UTC-7)
Office locations

Similar firms

One Wealth Capital Management, LLC

RIA

Scottsdale, AZ

AUM $307MTEAM 6REPS 6

AIM Capital

RIA

Scottsdale, AZ

AUM $309MTEAM 2REPS 2

Capital Wealth Alliance, LLC

RIA

Scottsdale, AZ

AUM $300MTEAM 5REPS 3

Interwealth Management, LLC

RIA

Scottsdale, AZ

AUM $298MTEAM 5REPS 5

Zenith Wealth Advisors

RIA

Scottsdale, AZ

AUM $328MTEAM 4REPS 5

Vigilare Wealth Management LLC

RIA

Scottsdale, AZ

AUM $331MTEAM 6REPS 4
More RIAs in Scottsdale →All Arizona RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth