|
⚲
|
| Stableford Capital LLC
✚
| |
|---|---|
| CRD # | 173383 |
| SEC # | 801-80522 |
| CIK # | |
| AUM | $270.6 MM (2024-03-29) |
| Employees | 5 (80% Investors, 20% Brokers) |
| Phone | 480-493-2300 |
| Address | 14648 N Scottsdale Road Scottsdale, AZ 85254 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 17.5 |
| (b) Individuals (high net worth individuals) | 51 | 248.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 268 | 270.6 |
| By Discretionary | ||
| Discretionary | 242 | 263.7 |
| Non-Discretionary | 26 | 6.9 |
| Total | 268 | 270.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.6 | |
| Total | 268 | 270.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Homan Wealth Advisors LLC
✚
|
NE | 0.3 |
|
MacroView Investment Management LLC
✚
|
MD | 0.3 |
|
Pointoak Retirement Advisors LLC
✚
|
VA | 0.3 |
|
Jeffrey Jay Bogdanovich
✚
|
WA | 0.3 |
|
Rockingstone Advisors LLC
✚
|
MA | 0.3 |
|
One Wealth Capital Management LLC
✚
|
AZ | 0.3 |
|
Capital Cities Investments
✚
|
IN | 0.3 |
|
William Joseph Capital Management Inc
✚
|
CT | 0.3 |
|
Birch Run Investments LLC
✚
|
PA | 0.3 |
|
Kerberos Capital Management LLC
✚
|
IL | 0.3 |