$305.3M Total AUM
$282.5M Disc. AUM
-- 3Y CAGR
4 Employees
92 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-07-2014
- Office Locations
- 5
Office Locations
14648 N. Scottsdale Road Suite 130 Scottsdale AZ
-- -- --
-- Atlanta GA
About Stableford Capital LLC
Stableford Capital is an advisory firm delivering integrated retirement planning, custom asset management, and coordinated tax and estate planning (including tax return preparation). The team emphasizes tax-aware portfolio strategy and a proprietary, dynamic risk management process, aiming to bring institutional-style solutions to individual investors. Offers a trustee match program and custody through Fidelity/NFS.
Team overview
63 AVG AGE
$101.8M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
7.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MARK REHN
Chief Compliance Officer, Chief Financial Officer
- CRD
- #2069136
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
G
Gage Lawrence Boegli
--
- CRD
- #8310081
Available
Available
Available
ANDREW JOSEPH BRINKMAN
Partner
- CRD
- #2727918
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $282,483,131 | $1,371,277 |
| Non-Discretionary | $22,833,421 | $475,696 |
| Total | $305,316,552 | $1,202,034 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing