CRD: 108134
Stafford Capital Management LLC
$4.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
2 Employees
4 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2006
- Office Locations
- 1
Office Locations
1505 Bridgeway Suite 206 Sausalito CA
About Stafford Capital Management LLC
Stafford Capital Management LLC is a Sausalito, CA boutique RIA serving retail clients with discretionary portfolio management and financial planning. The firm emphasizes asset allocation across fixed income, ETFs, and cryptocurrency-related exposure, and custody is held with Charles Schwab & Company.
Team overview
-- AVG AGE
$4.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
14.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
R
ROBERT MERRILL STAFFORD MR.
Chairman, Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, GENERAL PARTNER
- CRD
- #433169
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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C
CAROL MARSHALL HORACE
--
- CRD
- #842252
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,412,005 | $1,273,450 |
| Non-Discretionary | $0 | -- |
| Total | $4,412,005 | $1,273,450 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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