Firm profile

STAFFORD CAPITAL PARTNERS INC.

AUSTIN, TXCRD 171419Latest ADV September 25, 2025

Stafford Capital Partners Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Austin, TX. Its latest Form ADV filing, dated September 25, 2025, reports $1.7B in regulatory assets under management, 15 employees, 3 offices, and 24 accounts.

Assets Under Management
$1.7B
Employees
15
Offices
3 offices
Total Clients
21
Primary office
AUSTIN, TX
1717 WEST 6TH STREET, SUITE 234, AUSTIN, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOVictoria L. Sherliker

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
21
Categories with <5 clients
NON-US INVESTMENT TRUST<5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.7Bas of September 25, 2025
Discretionary99.5%
$1.7B
99% of total RAUM99.5%
Non-discretionary0.5%
$9M
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.7B
Total Accounts24
10Y AUM Change+$1.3B (+363.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees15
Clients per Employee1:1
10Y Employee Change+6 (+66.7%)

* 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.