RIA Intel›Advisers›Texas›STABLEFORD CAPITAL PARTNERS LLC

STABLEFORD CAPITAL PARTNERS LLC

Advisory

Data as of Jul 17, 2026 · Source: SEC Form ADV

Rank in TX

#2,089

of 2,813 advisers by AUM

Average account

$992K

across 23 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 17, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

4 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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