STABLEFORD CAPITAL PARTNERS

RIASEC Registered
Total AUM
$22.8M
Discretionary
$22.8M
100% of AUM
Avg account
$992K
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
AUSTIN, Texas
CRD number
332397
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

FINTRX

Overview

Stableford Capital Partners is a small, fee‑based advisory firm that manages discretionary portfolios for a concentrated group of individual and family clients as well as small businesses and institutions. The firm runs a core-satellite approach: public mutual funds form the core of client portfolios while allocations to third‑party alternative fund managers provide satellite exposure to growth, income and diversification strategies. Stableford does not position itself as an ESG investor and operates on a single‑state basis with an individual owner structure. Advisory work is focused on portfolio management rather than pension consulting or broad capital allocation services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Exchange Traded Equities 33%, Cash & Cash Equivalents 1%66%
  • Public Funds/Mutual Funds66%
  • Exchange Traded Equities33%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • William Byk

    Chief Executive OfficerCRD 7682043

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
3800 N Lamar Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth