Stability Partners Advisory Group LLC

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Assets, Funds, Holdings

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Stability Partners Advisory Group LLC
CRD #165880
SEC #801-136662
CIK #
AUM $140.9 M (2026-06-05)
Employees 3 (100% Investors, 0% Brokers)
Phone832-559-8393
Address9070 Gleannloch Forest Drive
Spring, TX 77379
Source [IAPD] [Website] [Facebook]
Total AUM ($M)
15012090603002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 152 49.9
(b) Individuals (high net worth individuals) 41 82.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 8.5
(n) Other 0 0.0
Total 674 140.9
By Discretionary
Discretionary 674 140.9
Non-Discretionary 0 0.0
Total 674 140.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 140.9
Total 674 140.9
Comparable Firms State AUM ($B)
St Clair Financial LLC
CA 0.1
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CA 0.1
Markle Financial LLC
WY 0.1
Fruge' Capital Advisors LLC
MS 0.1
Storms & Rowdon Financial Services Inc
FL 0.1
Greenberg Gary Louis
MN 0.1
Mercurio & Associates Inc
KY 0.1
Liberty Asset Management LLC
PA 0.1
Wolverine Wealth Advisory Services Inc
MI 0.1
DLK Investment Advisors LLC
WA 0.1
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