Stablepoint Partners, Llc
- Regulatory AUM
- $930M
- Discretionary
- $926M
- Clients
- 561
- Avg AUM / client
- $1.7M
- Accounts
- 2,146
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jul 02, 2026
Investments (13F portfolio — 260 positions, $722,695,676)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $21,048,298 | 72,741 | 2.91% | 2.26% |
| 2 | Broadcom Inc | COM | $13,243,224 | 35,058 | 1.83% | 1.42% |
| 3 | Jpmorgan Chase & Co | COM | $12,821,257 | 39,169 | 1.77% | 1.38% |
| 4 | First Tr Exchange Traded Fd | FIRST TR ENH NEW | $12,760,584 | 213,638 | 1.77% | 1.37% |
| 5 | Nextera Energy Inc | COM | $11,448,201 | 130,434 | 1.58% | 1.23% |
| 6 | Amgen Inc | COM | $11,277,831 | 31,144 | 1.56% | 1.21% |
| 7 | Ssga Active Etf Tr | ST STR BL LN ETF | $10,873,685 | 269,885 | 1.5% | 1.17% |
| 8 | Ishares Tr | PFD AND INCM SEC | $10,575,208 | 346,842 | 1.46% | 1.14% |
| 9 | Amazon Com Inc | COM | $10,344,194 | 43,401 | 1.43% | 1.11% |
| 10 | Cisco Sys Inc | COM | $9,945,678 | 84,673 | 1.38% | 1.07% |
| 11 | Coca Cola Co | COM | $9,901,637 | 121,836 | 1.37% | 1.06% |
| 12 | Seagate Technology Hldngs Pl | ORD SHS | $9,768,888 | 10,123 | 1.35% | 1.05% |
| 13 | Ishares Tr | TIPS BD ETF | $9,684,661 | 88,501 | 1.34% | 1.04% |
| 14 | Alphabet Inc | CAP STK CL A | $9,170,102 | 25,660 | 1.27% | 0.99% |
| 15 | Cvs Health Corp | COM | $9,140,765 | 88,359 | 1.26% | 0.98% |
| 16 | Ishares Gold Tr | ISHARES NEW | $9,064,069 | 120,038 | 1.25% | 0.97% |
| 17 | Ssga Active Etf Tr | ST STR UL BD ETF | $8,927,440 | 220,840 | 1.24% | 0.96% |
| 18 | Vanguard Whitehall Fds | EM MK GOV BD ETF | $8,885,470 | 132,146 | 1.23% | 0.96% |
| 19 | Ssga Active Etf Tr | ST STR TOTAL ETF | $8,673,663 | 219,753 | 1.2% | 0.93% |
| 20 | Merck & Co Inc | COM | $8,635,941 | 67,206 | 1.2% | 0.93% |
| 21 | Microsoft Corp | COM | $8,527,513 | 22,861 | 1.18% | 0.92% |
| 22 | Phillips 66 | COM | $8,226,343 | 48,662 | 1.14% | 0.88% |
| 23 | Qualcomm Inc | COM | $7,896,808 | 42,734 | 1.09% | 0.85% |
| 24 | Johnson & Johnson | COM | $7,606,372 | 29,950 | 1.05% | 0.82% |
| 25 | Chevron Corporation | COM | $7,466,851 | 45,046 | 1.03% | 0.8% |
Top 25 of 260 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 298 | $123M | 13.3% |
| High net worth individuals | 263 | $798M | 85.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.9M | 0.42% |
| State or municipal government entities | Fewer than 5 clients | $5.0M | 0.54% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher K Griffith | Managing Partner, Co Founder, And Chief Compliance Officer | CFP | Nov 2023 (3y) | ≈ 37.5% – 75% via Ehris Consulting, Llc |
| Henry Jefferds Wheelwright | Managing Partner, Co Founder | CFP | Nov 2023 (3y) | ≈ 37.5% – 75% via Wsp Consulting, Llc |
| Claire Alexandra Smith | Registered representative | CFP | Nov 2023 (3y) | |
| Kennan Ross Startzell | Registered representative | CFP | Aug 2024 (2y) | |
| Matthew William Joyce | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wsp Consulting, Llc | Managing Member | Nov 2023 | A | 50% – 75% |
| Ehris Consulting, Llc | Managing Member | Nov 2023 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Christopher K Griffith: 75% – 100% of Ehris Consulting, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Henry Jefferds Wheelwright: 75% – 100% of Wsp Consulting, Llc × 50% – 75% direct ≈ 37.5% – 75% 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) | 07/02/2026 | 987 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Goldman Sachs $883M (95% 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 02, 2026.
View current Form ADV (SEC/IAPD) ↗