Stableford Capital Llc
- Regulatory AUM
- $305M
- Discretionary
- $282M
- Clients
- 92
- Avg AUM / client
- $3.3M
- Accounts
- 254
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 42 | $20.0M | 6.54% |
| High net worth individuals | 50 | $277M | 90.6% |
| Pension and profit sharing plans | Fewer than 5 | $8.6M | 2.82% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Joseph Brinkman | Managing Member | Jan 2015 (12y) | ≈ 56.25% – 100% via Andrew Brinkman Holdings Llc | |
| Justin C Thomas | Manager | Jul 2016 (10y) | ≈ 7.5% – 25% via Opr Holdings Llc | |
| Mark Rehn | Chief Compliance Officer/Chief Financial Officer | Feb 2022 (5y) | Less than 5% | |
| James Ohanlon Patterson | Registered representative | Apr 2015 (11y) | ||
| Gage Lawrence Boegli | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Andrew Brinkman Holdings Llc | Managing Member | Dec 2016 | A | 75% or more |
| Opr Holdings Llc | Member | Jun 2023 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Andrew Joseph Brinkman: 75% – 100% of Andrew Brinkman Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Justin C Thomas: 75% – 100% of Opr Holdings Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
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) | 07/10/2026 | 1.02 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $298M (98% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗