# Stanley Szafran

> Stanley Szafran is a fee-only financial advisor at Szafran Capital Management in Rowlett, Texas. Szafran Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stanley-szafran/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Szafran Capital Management
- **Based in:** Rowlett, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $11.9M across 54 accounts
- **CRD:** 4325504 (https://adviserinfo.sec.gov/individual/summary/4325504)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Stanley Szafran a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stanley holds no broker registration, and Szafran Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stanley charge for financial advice?

Stanley's firm, Szafran Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stanley Szafran based?

Stanley Szafran is based in Rowlett, Texas.

### Is Stanley Szafran registered with the SEC?

Yes. Stanley Szafran is registered as an investment adviser representative in TX (CRD 4325504), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Szafran Capital Management manage?

Szafran Capital Management reports $11.9M across 54 accounts in assets under management.

### How do I contact Stanley Szafran?

Contact details aren't on file yet. Search for Szafran Capital Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4325504): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.