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| Happy Holidays!! thanks for using AUM13F!! |
| Stableford Capital LLC
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| CRD # | 173383 |
| SEC # | 801-80522 |
| CIK # | |
| AUM | $280.7 M (2025-03-25) |
| Employees | 5 (80% Investors, 20% Brokers) |
| Phone | 480-493-2300 |
| Address | 14648 N Scottsdale Road Scottsdale, AZ 85254 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 259.0 |
| (b) Individuals (high net worth individuals) | 40 | 16.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 5 | 0.8 |
| Total | 263 | 280.7 |
| By Discretionary | ||
| Discretionary | 228 | 272.2 |
| Non-Discretionary | 35 | 8.5 |
| Total | 263 | 280.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.7 | |
| Total | 263 | 280.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Switchpoint Financial Planning LLC
✚
|
UT | 0.3 |
|
Paul J Glashofer Enterprises Inc
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|
0.3 | |
|
Quartz Partners LLC
✚
|
NY | 0.3 |
|
Martha's Vineyard Investment Advisors LLC
✚
|
MA | 0.3 |
|
Gutierrez Wealth Advisory LLC
✚
|
AR | 0.3 |
|
Synergy Financial Partners LLC
✚
|
CO | 0.3 |
|
Vaughan and Company Securities Inc
✚
|
NJ | 0.3 |
|
Promontory Financial Planning LLC
✚
|
0.3 | |
|
Union Heritage Capital
✚
|
MI | 0.3 |
|
Asset Preservation Group Inc
✚
|
TX | 0.3 |