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STABLEPOINT PARTNERS, LLC

BRAINTREE, MA · CRD 328503 · IAPD ↗ · stablepointpartners.com · (781) 654-4600

$930.0MRegulatory AUM
5Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — STABLEPOINT PARTNERS, LLC now reports custody of client assets ($100.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2025 — STABLEPOINT PARTNERS, LLC reported RAUM up 49% ($534.7M -> $797.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
May 2024 — STABLEPOINT PARTNERS, LLC notice-filed in DC, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2024 — STABLEPOINT PARTNERS, LLC notice-filed in CA, FL, ME, NH, NY, PA, SC, TN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — STABLEPOINT PARTNERS, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
73
March 2024 — STABLEPOINT PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.