Stablepoint Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, and insurance.
Stablepoint Partners reports 561 clients. They include 298 individual clients and 263 high-net-worth individuals. Of its assets, 99.6% ($926M across 2,128 accounts) are managed with discretion; $3.88M across 18 accounts are not. A wrap fee program the firm both sponsors and manages holds $926M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 13% |
| High-net-worth individuals | 47% | 86% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| State or municipal government entities | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 298 | $123M | 13.3% | $414K |
| High-net-worth individuals | 263 | $798M | 85.8% | $3.03M |
| Pension and profit-sharing plans | Fewer than 5 | $3.88M | 0.4% | — |
| State or municipal government entities | Fewer than 5 | $5.05M | 0.5% | — |
| Total | 561 | $930M | 100% | — |
- Clients
- 298
- Regulatory AUM
- $123M
- AUM share
- 13.3%
- Avg. per client
- $414K
- Clients
- 263
- Regulatory AUM
- $798M
- AUM share
- 85.8%
- Avg. per client
- $3.03M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.88M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $5.05M
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 561
- Regulatory AUM
- $930M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Stablepoint Partners charges 0.75%–1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- Retirement plan advisory services are charged an annual asset-based fee of up to 0.75%, billed quarterly in advance.
Stablepoint Holdings LLC owns 75% or more of Stablepoint Partners and is in turn owned by Ehris Consulting, LLC (50–75%) and WSP Consulting, LLC (50–75%). The leadership team of Stablepoint Partners includes Chief Compliance Officer Christopher Griffith. It has 11 employees, 5 of them in advisory roles.
Leadership
- Christopher GriffithManaging Partner, Co- Founder, and Chief Compliance Officer
- Henry WheelwrightManaging Partner, Co- Founder
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 5 in advisory functions
- 5 state-registered reps
- 4 insurance agents
- Owns 75% or more of Stablepoint Partners, LLC
Stablepoint Holdings LLC
Control person · since February 2025
- Owns 50% to 75% of Stablepoint Holdings LLC
Ehris Consulting, LLC
Control person · since February 2025
- Owns 75% or more of Ehris Consulting, LLC
Christopher Griffith
Control person · since November 2023
- Owns 50% to 75% of Stablepoint Holdings LLC
WSP Consulting, LLC
Control person · since February 2025
- Owns 75% or more of WSP Consulting, LLC
Henry Wheelwright
Control person · since November 2023
Stablepoint Partners’ regulatory assets grew 1.7× from $535M (April 2024) to $930M (July 2026); clients rose from 300 to 561 and employees from 6 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $930M | 561 | 11 | 1 |
| April 2025 | $798M | 481 | 9 | 1 |
| April 2024 | $535M | 300 | 6 | 1 |
Besides its headquarters, Stablepoint Partners has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 45 Braintree Hill Park, Suite #402, BraintreeHQ
Contact and registration details
- Legal name
- Stablepoint Partners, LLC
- Headquarters
- 45 Braintree Hill Park, Suite #402, Braintree, MA 02184
- Website
- stablepointpartners.com
- Phone
- 781-654-4600
- @stablepoint-partners
- SEC file
- 801-129030
- Founded
- 2023
- Structure
- Delaware LLC
- Fiscal year end
- December
Stablepoint Partners uses Goldman Sachs & Co. ($883M) as custodian for its separately managed accounts. Stablepoint Partners has custody of $100M in client assets for 71 clients.
- Goldman Sachs & Co.Goldman Sachs & Co. LLC · New York, NY · $883M100%
At year end, Stablepoint Partners’ separately managed accounts were largely in bonds (45%) and stocks (35%). Its reported 13F holdings for the quarter ended 30 June 2026 total $723M across 260 positions; the largest are Apple Inc. (2.9%), Broadcom Inc. (1.8%) and JPMORGAN Chase & CO (1.8%).
What the accounts hold
- Stocks35%
- Funds15%
- Pooled vehicles10%
- Registered funds5%
- Bonds45%
- Investment grade corporate bonds20%
- U.S. government and agency bonds15%
- State and local bonds5%
- High-yield corporate bonds5%
- Cash5%
Reported 13F holdings
- $723M
- Reported 13F value
- 260
- Positions
- 17.2%
- In the 10 largest
- +7.4%
- Value vs. prior quarter
- Apple Inc.2.9%
- Broadcom Inc.1.8%
- JPMORGAN Chase & CO1.8%
- First TR Exchange-traded FD · First TR Enh New1.8%
- Nextera Energy Inc.1.6%
- Amgen Inc.1.6%
- Ssga Active ETF TR · ST Str BL LN ETF1.5%
- iShares TR · Pfd And Incm Sec1.5%
- Amazon Com Inc.1.4%
- Cisco Sys Inc.1.4%
Together, the ten largest are 17.2% of reported value.
How many clients does Stablepoint Partners have?
Stablepoint Partners has 561 clients and manages $930 million for them, as of July 2026. They include 298 individual clients and 263 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 July 2026
What services does Stablepoint Partners offer?
Stablepoint Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Stablepoint Partners charge?
Stablepoint Partners charges 0.75%–1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Source: STABLEPOINT DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 2 July 2026
Which custodians does Stablepoint Partners use?
Stablepoint Partners’ separately managed account assets are held at Goldman Sachs & Co. LLC (New York, NY), with $883M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 July 2026
How many financial advisors does Stablepoint Partners have?
Stablepoint Partners has 5 investment adviser representatives registered with state securities authorities, out of 11 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 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 Stablepoint Partners invest in?
At the end of its last fiscal year, Stablepoint Partners’ separately managed accounts held 35% exchange-traded equities, 20% investment grade corporate bonds, 15% U.S. government and agency bonds, 10% pooled vehicles (private funds and similar), 5% state and local bonds, 5% high-yield corporate bonds, 5% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stablepoint Partners?
Stablepoint Partners is owned through a chain of holding companies by Christopher Griffith and Henry Wheelwright. Its direct owner is Stablepoint Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 July 2026
How does Stablepoint Partners get paid?
Stablepoint Partners is paid through a percentage of assets under management. 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 Stablepoint Partners?
Stablepoint Partners’ main office is at 45 Braintree Hill Park, Suite #402, Braintree, MA 02184. Its phone number is 781-654-4600. Its website is stablepointpartners.com.