STAFFORD CAPITAL MANAGEMENT LLC

Overview

Stafford Capital Management LLC is a small, single-owner advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and reports a client base made up of individual and family accounts. Stafford does not position itself as an ESG investor, is not a multi-state adviser, and is not structured as a capital allocator or pension consultant; its regulatory classification is listed as unclassified. Investment activity centers on conservative liquid exposures and selectively sourced credit strategies. The firm’s reported asset mix shows a material allocation to cash and cash equivalents, and it supplements core separations with corporate debt instruments and third-party alternative fund managers when appropriate. With all reported assets managed on a discretionary basis, Stafford appears to run concentrated, relationship-driven portfolios for a very small number of clients.

Assets & Accounts

Investments & Alternatives

Location & Offices