{"url":"https://nivawealth.com/firms/stability-partners-advisory-group-165880","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/165880","regulatoryAum":140914174,"crd":"165880","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2005430","suffix":null,"lastName":"CASAGRANDE","firstName":"JEAN","middleName":"MARIE"},{"crd":"5988703","suffix":null,"lastName":"POWELL","firstName":"BRYAN","middleName":null},{"crd":"7444342","suffix":null,"lastName":"Powell","firstName":"Nathan","middleName":"Thomas"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136662","legalName":"Stability Partners Advisory Group, LLC","displayName":"Stability Partners Advisory Group","slug":"stability-partners-advisory-group-165880","website":"https://stabilitypartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"9070 Gleannloch Forest Drive, Suite 400","city":"Spring","state":"TX","stateName":"Texas","country":"United States","postalCode":"77379"},"tradeNames":[],"registration":{"secApproved":"6 July 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":686146.5699481865,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":140914174,"discretionary":140914174,"discretionaryAccounts":674,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":5},"clientTypes":[{"label":"Individuals (other than HNW)","clients":152,"regulatoryAum":49909244},{"label":"High-net-worth individuals","clients":41,"regulatoryAum":82517044},{"label":"Corporations and other businesses","clients":2,"regulatoryAum":8487886}],"feePrograms":[{"role":"other","program":"ERISA Plan Services","summary":"The annual fee on included plan assets is negotiable and will not exceed 1%.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051229","versionId":1051229,"submittedOn":"2026-07-09","documentName":"ADV2A & 2B SEC"},{"role":"other","program":"Financial Planning and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051229","versionId":1051229,"submittedOn":"2026-07-09","documentName":"ADV2A & 2B SEC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:37:05.557913+00:00","documents":[{"name":"ADV2A & 2B SEC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051229","versionId":1051229,"submittedOn":"2026-07-09"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":140914174}],"custodyNote":"Stability Partners Advisory Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Bryan Powell","title":"Partner/Chief Compliance Officer","crd":"5988703"},{"name":"Jean Casagrande","title":"Partner","crd":"2005430"}],"ownership":[{"label":"Bryan Powell","detail":"Partner/chief compliance officer in the 50% to 75% ownership band and a control person, since October 2012."},{"label":"Jean Casagrande","detail":"Partner in the 50% to 75% ownership band and a control person, since October 2012."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"9070 Gleannloch Forest Drive, Suite 400","city":"Spring","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"832-559-8393","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":41},{"label":"Non-exchange-traded equity securities","percent":11},{"label":"U.S. government/agency bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":43},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"9 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/165880/PDF/165880.pdf","brochureDate":"9 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051229","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Stability Partners Advisory Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stability Partners Advisory Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Stability Partners Advisory Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stability Partners Advisory Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stability Partners Advisory Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stability Partners Advisory Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stability Partners Advisory Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Stability Partners Advisory Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}