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Stableford Capital LLC

Updated today

Client AUM

$296,703,548

Clients

92

Advisors

5

across 5 offices

About

Stableford Capital serves individual investors (including high-net-worth households and business owners) as well as institutional clients such as retirement plans, pensions, endowments and corporations. The firm provides discretionary portfolio management combined with financial planning, retirement-plan advisory (including model portfolios for plan participants) and a recently expanded Financial Planning and Consulting for Businesses program offered across three service tiers.

The firm’s investment approach emphasizes absolute, long-term total return with a focus on high-quality, capital-compounding businesses and downside risk management, implemented through a discretionary, committee-supported process. Research and portfolio construction rely on a proprietary analytical platform built on the Bloomberg terminal and bespoke data tools, and the firm discloses the use of derivatives, inverse/enhanced ETF strategies and the possibility of client-elected borrowing in managed accounts as part of its toolbox for hedging and return enhancement.

Distinctive features include a multi-tiered business consulting offering that explicitly includes tax-aware strategies, retirement modeling and coordination with outside CPAs and attorneys up to a family‑office style tier, which is less common among peers of this size. The firm also provides retirement-plan model portfolios and consulting to plan fiduciaries (and related institutional clients), and maintains explicit technical research and trading experience within its investment team and infrastructure.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Tier 1: $7,500 flat fee; Tier 2: $12,000–$18,000; Tier 3: $20,000 or more for standalone financial planning/consulting

Percentage

1% annually

Project-based

$500 per hour for Tier 1 standalone financial planning/consulting

Main office

See office

14648 N. Scottsdale Road, Suite 130

Scottsdale AZ 85254

Advisors at this office

1

Most active in

Arizona · California · Connecticut · Georgia · Illinois · Texas · Wisconsin

Also doing business as

Stableford Capital LLC · Stableford Capital, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Justin T

Series 63, Series 65

Fairfield, CT

Stableford Capital LLC

Justin Thomas is a financial advisor at Stableford Capital LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stableford Capital since 2016. Outside of advising, he is a member and owner of OPR Holdings, LLC, an entity established to receive income from his interest in Stableford Capital. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm offers discretionary portfolio management alongside financial planning and retirement-plan advisory, utilizing a committee-supported process focused on long-term returns and risk management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner Retired
user avatar

Andrew B

Series 63, Series 65, Series 66

Mill Valley, CA

Stableford Capital LLC

Andrew Brinkman is a financial advisor at Stableford Capital LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Stableford Capital since 2014. He also owns Stableford Holdings, LLC and is involved part-time in Stableford Tax LLC, a non-investment-related venture. Brinkman holds a Life and Health Insurance license and dedicates limited time to insurance-related activities. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm emphasizes absolute, long-term total return through a discretionary, committee-supported investment process focused on high-quality, capital-compounding businesses and downside risk management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner Retired
user avatar

Mark R

Series 65

Scottsdale, AZ

Stableford Capital LLC

Mark Rehn is a financial advisor at Stableford Capital LLC in Scottsdale, AZ, holding a Series 65 credential with four years of industry experience. Before joining Stableford Capital in 2021, he worked for eight years at Ineos Styrolution America LLC. Stableford Capital serves individual clients, business owners, and institutional retirement plans with discretionary portfolio management and integrated financial planning. The firm employs a research-driven investment approach focused on high-quality, capital-compounding companies and utilizes proprietary analytics, derivative strategies, and model portfolios for retirement participants.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner Retired
user avatar

Gage B

Series 65

Scotsdale, AZ

Stableford Capital LLC

Gage Boegli is a financial advisor at Stableford Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Stableford Capital, he worked at National Indemnity Company for one year and was a full-time student for ten years. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm provides discretionary portfolio management, financial planning, and a multi-tiered business consulting program, employing a committee-supported investment process focused on long-term total return and risk management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner Retired
user avatar

James P

Series 63, Series 65

Atlanta, GA

Stableford Capital LLC

James Patterson III is a financial advisor at Stableford Capital LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Stableford Capital since 2014, working as part of a five-advisor team. Stableford Capital serves individual clients, business owners, and institutional retirement plans, offering discretionary portfolio management along with integrated financial planning and retirement plan advisory services. The firm emphasizes absolute, long-term total return through a proprietary analytics platform and employs a range of strategies, including derivatives and leveraged ETFs, supported by dedicated technical research.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner Retired
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