RIA Intel›Advisers›Texas›STAFFORD CAPITAL PARTNERS INC.

STAFFORD CAPITAL PARTNERS INC.

Advisory

N·AUSTIN, TX

Data as of Oct 9, 2024 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+11.1%

3-Year CAGR

+16.9%

Employees

15

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.7B

Non-Discretionary AUM$9M

Discretionary %99.5%

Total Clients21

Team

Total Employees15

Investment Advisers15

Employee Growth (1Y)+7.1%

Filing History

Total Filings on Record43

First FilingMay 8, 2014

Latest FilingOct 9, 2024

🔒 Full AUM trend chart and 43 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STAFFORD CAPITAL PARTNERS INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.