Stability Partners Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Stability Partners Advisory Group reports 195 clients. They include 152 individual clients, 41 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 100.0% ($141M across 674 accounts) are managed with discretion. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 35% |
| High-net-worth individuals | 21% | 59% |
| Corporations and other businesses | 1% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 152 | $49.9M | 35.4% | $328K |
| High-net-worth individuals | 41 | $82.5M | 58.6% | $2.01M |
| Corporations and other businesses | 2 | $8.49M | 6.0% | $4.24M |
| Total | 195 | $141M | 100% | $723K |
- Clients
- 152
- Regulatory AUM
- $49.9M
- AUM share
- 35.4%
- Avg. per client
- $328K
- Clients
- 41
- Regulatory AUM
- $82.5M
- AUM share
- 58.6%
- Avg. per client
- $2.01M
- Clients
- 2
- Regulatory AUM
- $8.49M
- AUM share
- 6.0%
- Avg. per client
- $4.24M
Total
- Clients
- 195
- Regulatory AUM
- $141M
- AUM share
- 100%
- Avg. per client
- $723K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Stability Partners Advisory Group is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Services
- The annual fee on included plan assets is negotiable and will not exceed 1%.
- Financial Planning and Consulting
- Financial planning is billed at an hourly fee of $250 with a minimum of 10 hours; 50% of the estimated plan fee is payable at signing.
Bryan Powell owns 50% to 75% of Stability Partners Advisory Group. The leadership team of Stability Partners Advisory Group includes Chief Compliance Officer Bryan Powell. It has 3 employees.
Leadership
- Bryan PowellPartner/Chief Compliance Officer
- Jean CasagrandePartner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Stability Partners Advisory Group, LLC
Bryan Powell
Control person · since October 2012
- Owns 50% to 75% of Stability Partners Advisory Group, LLC
Jean Casagrande
Control person · since October 2012
Besides its headquarters, Stability Partners Advisory Group has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 9070 Gleannloch Forest Drive, Suite 400, SpringHQ
Contact and registration details
- Legal name
- Stability Partners Advisory Group, LLC
- Headquarters
- 9070 Gleannloch Forest Drive, Suite 400, Spring, TX 77379
- Website
- stabilitypartners.com
- Phone
- 832-559-8393
- SEC file
- 801-136662
- Structure
- Texas LLC
- Fiscal year end
- December
Stability Partners Advisory Group uses Charles Schwab ($141M) as custodian for its separately managed accounts. Stability Partners Advisory Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $141M100%
At year end, Stability Partners Advisory Group’s separately managed accounts were mostly in stocks (52%) and funds (43%).
What the accounts hold
- Stocks52%
- Exchange-traded equities41%
- Non-exchange-traded equities11%
- Funds43%
- Bonds2%
- Cash3%
How many clients does Stability Partners Advisory Group have?
Stability Partners Advisory Group has 195 clients and manages $141 million for them, as of July 2026. They include 152 individual clients, 41 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does Stability Partners Advisory Group offer?
Stability Partners Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Stability Partners Advisory Group use?
Stability Partners Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $141M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does Stability Partners Advisory Group have?
Stability Partners Advisory Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stability Partners Advisory Group invest in?
At the end of its last fiscal year, Stability Partners Advisory Group’s separately managed accounts held 43% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities, 11% non-exchange-traded equities, 3% cash and equivalents and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stability Partners Advisory Group?
Stability Partners Advisory Group’s direct owners are Bryan Powell (50% to 75%) and Jean Casagrande (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does Stability Partners Advisory Group get paid?
Stability Partners Advisory Group is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Stability Partners Advisory Group?
Stability Partners Advisory Group’s main office is at 9070 Gleannloch Forest Drive, Suite 400, Spring, TX 77379. Its phone number is 832-559-8393. Its website is stabilitypartners.com.