# Stableford Capital LLC

> Stableford Capital LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 173383
- Filed as: STABLEFORD CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173383
- AdvisorCensus page: https://advisorcensus.com/firm/stableford-capital-llc-scottsdale-az-173383

## Quick answers

**How is Stableford Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stableford Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Stableford Capital LLC charge?**
Its Form ADV Part 2A brochure dated April 28, 2026 states: Flat fee: $7,500 (Fees for Financial Planning and Consulting for Businesses…); Hourly rate: $500 an hour (Fees for Financial Planning and Consulting for Businesses…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Stableford Capital LLC located?**
Stableford Capital LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Stableford Capital LLC registered with the SEC or a state?**
Stableford Capital LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173383.

**How much does Stableford Capital LLC manage?**
Stableford Capital LLC reports $305,316,552 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (93% discretionary).

**How have Stableford Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Stableford Capital LLC: Regulatory assets under management: $221,210,306 in the October 2021 data and $305,316,552 in the October 2026 data, up 38%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stableford Capital LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (42).

**Which custodians does Stableford Capital LLC use?**
Stableford Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Stableford Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173383

**Does Stableford Capital LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 28, 2026 says: "We do not generally impose a minimum portfolio value for investment advisory services or a minimum fee."

**What changed in Stableford Capital LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in WI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 28, 2026)

- Account minimum: None

> We do not generally impose a minimum portfolio value for investment advisory services or a minimum fee.

- Flat fee: $7,500 (Fees for Financial Planning and Consulting for Businesses…)

> Tier 1: either $7,500 flat or $500 per hour

- Hourly rate: $500 an hour (Fees for Financial Planning and Consulting for Businesses…)

> Tier 1: either $7,500 flat or $500 per hour

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $305,316,552
- Discretionary: $282,483,131
- Non-discretionary: $22,833,421

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $19,960,289 |
| High net worth individuals | 50 | $276,743,259 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,613,004 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2014 (11 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, GA, IL, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stablefordcapital.com
- Facebook @STABLEFORDCAPITAL
- LinkedIn @stableford-capital-llc
- YouTube @UCofcFZO2gG4MytutWfyZFtw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $221,210,306 | 4 | April 5, 2021 |
| October 2022 | $294,272,000 | 5 | April 11, 2022 |
| October 2023 | $254,967,415 | 5 | July 13, 2023 |
| October 2024 | $270,591,523 | 5 | March 29, 2024 |
| October 2025 | $280,682,043 | 5 | March 25, 2025 |
| October 2026 | $305,316,552 | 4 | July 10, 2026 |

Regulatory assets under management: $221,210,306 in the October 2021 data and $305,316,552 in the October 2026 data, up 38%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in WI.

### May 2026
- Employees performing advisory functions went from 4 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stableford Capital LLC (CRD 173383): Form ADV filing data as of October 2026.