Stabile Investment Management, Llc
State-registered
Wealth Manager · Small ($100M–$1B)
CRD 145845
· SEC file 801-68662
·
· WWW.STABILEIM.COM
☆ Save with Pro
ADV data as of Feb 25, 2026
- Regulatory AUM
- $101M
- Discretionary
- $96.3M
- Clients
- 23
- Avg AUM / client
- $4.4M
- Accounts
- 62
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $1.5M | 1.49% |
| High net worth individuals | 19 | $94.8M | 94.0% |
| Other | Fewer than 5 clients | $4.5M | 4.46% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Hill Wilson | Registered representative | Feb 2008 (19y) | ||
| Benjamin Robert Wilson | Registered representative | May 2025 (1y) | ||
| Adam Wilson | Registered representative | Oct 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗