Stableford Capital, LLC is a large advisory firm based in Scottsdale. It manages $135.45 million of regulatory assets for 232 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Connecticut, and 3 other states.
Stableford Capital provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and provide sub-advisory services to other investment advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stableford Capital, LLC is $135.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stableford Capital, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Stableford Capital, LLC performs its advisory services is located at 14646 North Kierland Blvd., Scottsdale, AZ 85254, which is also the mailing address of the firm. An additional office of the firm is in Fairfield, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-401-1667. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at stablefordcapital.com.