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STAFFORD CAPITAL PARTNERS INC.
CRD 171419File 801-79741
APPROVED
Custody
Filing as of Sep 25, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$1.72B
Top 25% of cohort (national)
Discretionary AUM
$1.71B
Non-discretionary $9.0M
Clients
21
24 accounts
Employees
15
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 5, 2014
- Principal office
- 1717 WEST 6TH STREET, SUITE 234, AUSTIN, TX, 78703
- Phone
- (512) 334-6489
- Website
- http://www.staffordcp.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.72B
- Discretionary AUM
- $1.71B
- Non-discretionary AUM
- $9.0M
- Discretionary accounts
- 23
- Non-discretionary accounts
- 1
- Total accounts
- 24
- AUM per client
- $81.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $9.0M |
| Pooled investment vehicles | 21 | $1.34B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.