Stability Partners Advisory Group, LLC

RIASEC RegisteredEst. 2026

Total AUM

$141M

Discretionary

$141M

100% of AUM

Avg account

$209K

Accounts

674

Employees

Advisory reps

Firm details

Headquarters: Spring, Texas
CRD number: 165880
Registered since: July 6, 2026
Website: www.stabilitypartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI58.56%
Individuals35.42%
Corporations / Businesses6.02%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Stability Partners Advisory Group, LLC is an independent RIA organized as an LLC and registered with the SEC in 2026. The firm is individually owned and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting support. Fees are charged via a mix of percentage-of-AUM, fixed fees, and other arrangements. The firm does not identify as an active ESG investor and lists an insurance company among its industry affiliations.