Stanley Szafran
Szafran Capital Management · Rowlett, Texas
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.
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Facts
| Firm | Szafran Capital Management |
|---|---|
| Based in | Rowlett, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $11.9M across 54 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4325504 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Stanley's firm compares
- Szafran Capital Management's average account is about $220,000, from its Form ADV (assets managed divided by 54 accounts).
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Questions about Stanley
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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