Advisors at this firm
Justin T
Series 63, Series 65
Fairfield, CT
Stableford Capital LLC
Justin Thomas is a financial advisor at Stableford Capital LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stableford Capital since 2016. Outside of his advisory role, he is the owner and member of OPR Holdings, LLC, which manages income from his interest in Stableford Capital. Stableford Capital serves individual clients, business owners, and institutional retirement plans, offering discretionary portfolio management alongside integrated financial planning and retirement plan advisory services. The firm emphasizes long-term total return through fundamental and quantitative analysis and employs proprietary analytics and derivative strategies in its investment approach.
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 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Stableford Capital since 2014. Brinkman is the owner of Stableford Holdings, LLC and is involved in a non-investment-related business, Stableford Tax LLC. He also holds a Life and Health Insurance license and dedicates some time to insurance activities. 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 long-term total return through a combination of macro, fundamental, technical, and quantitative analysis, employing proprietary analytics, derivatives, and leveraged ETF strategies.
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.
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.