Byron Stahl
Headland Capital · Clifton Park, New York
Byron Stahl is a fee-only financial advisor at Headland Capital in Clifton Park, New York. Headland Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Headland Capital |
|---|---|
| Based in | Clifton Park, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $559.3M across 2,281 accounts |
| SEC registration | Investment adviser representative in NY, SC · CRD 5933038 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | headland.capital |
How Byron's firm compares
- Headland Capital's average account is about $245,000, from its Form ADV (assets managed divided by 2,281 accounts).
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Questions about Byron
Is Byron Stahl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Byron holds no broker registration, and Headland Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Byron charge for financial advice?
Byron's firm, Headland Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Byron Stahl based?
Byron Stahl is based in Clifton Park, New York.
Is Byron Stahl registered with the SEC?
Yes. Byron Stahl is registered as an investment adviser representative in NY and SC (CRD 5933038), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Headland Capital manage?
Headland Capital reports $559.3M across 2,281 accounts in assets under management.
How do I contact Byron Stahl?
Through Byron's website, headland.capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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