Stableford Capital Partners
Firm details
- Headquarters
- ,
- CRD number
- 332397
- Website
- stablefordcp.com
- 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
FINTRXOverview
Stableford Capital Partners is an independent, privately held RIA organized as an LLC that manages portfolios primarily for high-net-worth individuals and families while also providing portfolio management for small businesses and institutions. The firm charges clients a percentage of assets under management and conducts discretionary portfolio management. It does not present itself as a capital allocator, is not an active ESG investor, and is not registered or designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds66%
- Exchange Traded Equities33%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
William Byk
Chief Executive OfficerCRD 7682043
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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