STABILITY FINANCIAL, LLC
Firm details
- Headquarters
- MARRERO, Louisiana
- CRD number
- 167906
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals61.69%
- HNWI38.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Stability Financial, LLC is a small, fee-based wealth management and broker-dealer firm that serves individual and family clients. The firm operates as an LLC with an owner-managed structure and positions itself as a capital allocator and selector of third‑party managers. Primary advisory offerings include financial planning and portfolio management for individuals, small businesses, and institutions, along with selection of other advisers. Compensation is tied to a percentage of assets under management, and the firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1RAYMOND DAVIS
Founder and CEOCRD 2252165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MARRERO, LA
JEFFERSON
Location
MARRERO, LA
Headquartered in MARRERO, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- JEFFERSON
- Address
- 5201 Westbank Expy
- Time zone
- CT (UTC-6)
- Office locations
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