Stableford Capital LLC
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
FINTRXOverview
Stableford Capital LLC is an independent registered investment adviser that serves individual and family clients with fee-based financial planning and portfolio management. The firm is registered with the SEC (initial registration in 2014) and provides a mix of services that include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its client billing uses a combination of percentage-of-AUM, hourly charges, and fixed fees. The firm identifies as a Limited Liability Company and reports it does not act as a capital allocator. It is not flagged 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 Equities72%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents4%
- Other3%
- Private Funds1%
Owners & executives
2 of 2
Andrew Brinkman
CEO and FounderCRD 2727918
Mark Rehn
Chief Financial Officer & Chief Compliance OfficerCRD 2069136
Contacts
3 of 3
Justin Thomas
Managing PartnerCRD 2819623
James Patterson
DirectorCRD 2086691
Gage Boegli
Wealth Management AssociateCRD 8310081
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$96.2M in ETFs
97%
$93.2M
3%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $18.9M | 170,904 | 19.60% |
Location
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
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