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 organized as an LLC and registered with the SEC in 2014. The firm serves individual and family clients, offering financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting services. Compensation arrangements include percentage-of-AUM fees plus the option for hourly and fixed-fee engagements. The firm does not present itself as an internal capital allocator and is not identified 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
James Patterson
DirectorCRD 2086691
Gage Boegli
CRD 8310081
Justin Thomas
Managing PartnerCRD 2819623
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$109M in ETFs
96%
$104M
4%
$4.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $19.5M | 212,456 | 17.90% |
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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