SPRING, TXCRD 165880Registration Status: ApprovedEffective since July 6, 2026Latest ADV July 9, 2026
Stability Partners Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spring, TX. Its latest Form ADV filing, dated July 9, 2026, reports $141M in regulatory assets under management, 3 employees, and 674 accounts.
Assets Under Management
$141M
Employees
3
Offices
--
Total Clients
195
Primary office
SPRING, TX
9070 GLEANNLOCH FOREST DRIVE, SUITE 400, SPRING, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.9% of total clients.
Top client categories% of clientsClients
1
Individuals
77.9%
152
2
HNWI
21.0%
41
3
Corporations
1.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of July 9, 2026
Discretionary100.0%
$141M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$141M
Total Accounts674
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee65:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.