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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STABLEPOINT PARTNERS, LLC

CRD 328503

BRAINTREE, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9bfbbb05-be1c-5333-740c-97cf3555ec71

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 6
On other graphs: 0
Observed: Oct 7, 2023 to Jul 2, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $930MItem 5.F on the latest filing (2026-07-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $926M
Private client RAUM: $921MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $186Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,146
Individual clients: 298
High net worth clients: 263
Custody, client assets: $100M
SEC number: 801-129030
CIK: 2011237
CRD: 328503
Filings on the tape: 16
First filed: Oct 7, 2023
Latest filed: Jul 2, 2026
Organised: Limited Liability Company, DE
Website: stablepointpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHRISTOPHER K GRIFFITH	Certified Financial Planner	BRAINTREE, MA	2	25	3	no
HENRY JEFFERDS WHEELWRIGHT	Certified Financial Planner	BRAINTREE, MA	2	24	2	no
Claire Alexandra Smith	Certified Financial Planner	BRAINTREE, MA	2	11	2	no
KENNAN ROSS STARTZELL	Certified Financial Planner	BRAINTREE, MA	2	11	1	no
Matthew William Joyce	n/a	BRAINTREE, MA	1	19	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GRIFFITH, CHRISTOPHER, K	MANAGING PARTNER, CO- FOUNDER, AND CHIEF COMPLIANCE OFFICER	Na	yes	11/2023	Jul 2, 2026	Jul 2, 2026
STABLEPOINT HOLDINGS LLC	MANAGING MEMBER	E	yes	02/2025	Jul 2, 2026	Jul 2, 2026
WHEELWRIGHT, HENRY, JEFFERDS	MANAGING PARTNER, CO- FOUNDER	Na	yes	11/2023	Jul 2, 2026	Jul 2, 2026
EHRIS CONSULTING, LLC	MANAGING MEMBER	D	yes	11/2023	Nov 14, 2023	Nov 15, 2024
GRIFFITH, CHRISTOPHER, K	MANAGING MEMBER	E	yes	11/2023	Nov 14, 2023	Nov 15, 2024
WHEELWRIGHT, HENRY, JEFFERDS	MANAGING MEMBER	E	yes	11/2023	Nov 14, 2023	Nov 15, 2024
WSP CONSULTING, LLC	MANAGING MEMBER	D	yes	11/2023	Nov 14, 2023	Nov 15, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 11, 2026	$930M	$926M	11	5	n/a	n/a
2024	Apr 8, 2025	$798M	$798M	9	6	n/a	n/a
2023	Feb 8, 2024	$535M	$512M	6	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$930M	$798M	16.6%	n/a	n/a	11	9	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MORGAN STANLEY	3	Nov 28, 2023	Nov 17, 2023	NORWELL, MA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (5)

← Matthew William JoyceAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← KENNAN ROSS STARTZELLAdvisorregistration: current employment
Aug 2, 2024 to presentfactForm ADV
← CHRISTOPHER K GRIFFITHAdvisorregistration: current employment
Nov 17, 2023 to presentfactForm ADV
← HENRY JEFFERDS WHEELWRIGHTAdvisorregistration: current employment
Nov 17, 2023 to presentfactForm ADV
← Claire Alexandra SmithAdvisorregistration: current employment
Nov 17, 2023 to presentfactForm ADV

Controls (4)

← GRIFFITH, CHRISTOPHER, KOwnerMANAGING MEMBER, ownership code E, individual
Nov 14, 2023 to Nov 15, 2024factForm ADV
← WHEELWRIGHT, HENRY, JEFFERDSOwnerMANAGING MEMBER, ownership code E, individual
Nov 14, 2023 to Nov 15, 2024factForm ADV
← EHRIS CONSULTING, LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Nov 14, 2023 to Nov 15, 2024factForm ADV
← WSP CONSULTING, LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Nov 14, 2023 to Nov 15, 2024factForm ADV

Moved with (1)

← MORGAN STANLEYRegistered adviser3 advisors, team lift out, same day
Nov 28, 2023 to Nov 17, 2023factForm ADV

Dated events

Occurred
Apr 8, 2025
Regulatory AUM changed
Stablepoint Partners, Llc reported RAUM $797.7M, up 49% from $534.7M (2024-11-15 to 2025-04-08)
Form ADVobserved 5 days ago
$263M
Occurred
Nov 28, 2023
Team lift-out
3 advisors left Morgan Stanley (Norwell, MA) for Stablepoint Partners, LLC on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Nov 14, 2023
Control person left
Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of Stablepoint Partners, Llc (listed 2023-11-06, absent 2023-11-14)
Form ADVobserved 5 days ago
Occurred
Nov 14, 2023
Control person joined
K Christopher Griffith (Managing Partner, Co-Founder, And Chief Compliance Officer) appeared on Schedule A of Stablepoint Partners, Llc
Form ADVobserved 5 days ago
Occurred
Nov 14, 2023
Control person joined
Jefferds Henry Wheelwright (Managing Partner, Co-Founder) appeared on Schedule A of Stablepoint Partners, Llc
Form ADVobserved 5 days ago
Occurred
Oct 7, 2023
First Form ADV filing
Stablepoint Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9bfbbb05-be1c-5333-740c-97cf3555ec71
First observed: Oct 7, 2023
Last observed: Jul 2, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STABLEPOINT PARTNERS, LLC

CRD 328503

BRAINTREE, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9bfbbb05-be1c-5333-740c-97cf3555ec71

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER K GRIFFITH

Certified Financial Planner

BRAINTREE, MA

HENRY JEFFERDS WHEELWRIGHT

Certified Financial Planner

BRAINTREE, MA

Claire Alexandra Smith

Certified Financial Planner

BRAINTREE, MA

KENNAN ROSS STARTZELL

Certified Financial Planner

BRAINTREE, MA

Matthew William Joyce

n/a

BRAINTREE, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRIFFITH, CHRISTOPHER, K

MANAGING PARTNER, CO- FOUNDER, AND CHIEF COMPLIANCE OFFICER

yes

11/2023

Jul 2, 2026

STABLEPOINT HOLDINGS LLC

MANAGING MEMBER

yes

02/2025

Jul 2, 2026

WHEELWRIGHT, HENRY, JEFFERDS

MANAGING PARTNER, CO- FOUNDER

yes

11/2023

Jul 2, 2026

EHRIS CONSULTING, LLC

MANAGING MEMBER

yes

11/2023

Nov 14, 2023

Nov 15, 2024

GRIFFITH, CHRISTOPHER, K

MANAGING MEMBER

yes

11/2023

Nov 14, 2023

Nov 15, 2024

WHEELWRIGHT, HENRY, JEFFERDS

MANAGING MEMBER

yes

11/2023

Nov 14, 2023

Nov 15, 2024

WSP CONSULTING, LLC

MANAGING MEMBER

yes

11/2023

Nov 14, 2023

Nov 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$930M

$926M

n/a

2024

Apr 8, 2025

$798M

n/a

2023

Feb 8, 2024

$535M

$512M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$930M

$798M

16.6%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MORGAN STANLEY

Nov 28, 2023

Nov 17, 2023

NORWELL, MA

Team lift out

Wirehouse to new firm

0.0%