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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-07-2024
- Office Locations
- 1
Office Locations
About Stableford Capital Partners
Stableford Capital Partners is an Austin, Texas investment advisory serving retail investors, including accredited/qualified purchasers. The firm provides portfolio construction and legacy planning support (including insurance and business-succession planning) and builds asset-allocation portfolios using mutual funds and ETFs, with experience across alternative strategies such as private equity, hedge funds, real estate, and venture capital. Custody through Charles Schwab.
Team overview
Insights
Accredited Investors
Custodian
Services
Owner & Executives
William Colin Byk
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7682043
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,813,953 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,813,953 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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