Stableford Capital Partners
Firm details
- Headquarters
- ,
- CRD number
- 332397
- Website
- stablefordcp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.36%
- Individuals1.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Stableford Capital Partners is an independent, individually owned registered investment adviser organized as an LLC that manages assets for high-net-worth individuals and families. Its business is fee-based on a percentage of assets under management and focuses on portfolio management for individuals, small businesses, and institutional/business clients. The firm does not identify as an ESG investor, is not multi-state, and is not structured as a capital allocator running third‑party funds; rather, it deploys client capital across externally managed alternative strategies in addition to traditional pooled products.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities33%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
William Byk
Chief Executive OfficerCRD 7682043
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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