Stableford Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated April 28, 2026, reports $305M in regulatory assets under management, 4 employees, 3 offices, and 254 accounts.
Assets Under Management
$305M
Employees
4
Offices
3 offices
Total Clients
92
Primary office
SCOTTSDALE, AZ
14648 N. SCOTTSDALE ROAD, SUITE 130, SCOTTSDALE, AZ, United States
Top client segmentHNWI represent 54.3% of total clients.
Top client categories% of clientsClients
1
HNWI
54.3%
50
2
Individuals
45.7%
42
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$305Mas of April 28, 2026
Discretionary92.5%
$282M
93% of total RAUM92.5%
Non-discretionary7.5%
$23M
7% of total RAUM7.5%
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.
Total AUM$305M
Total Accounts254
10Y AUM Change+$171M (+127.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee23:1
10Y Employee Change0 (0.0%)
* 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.