Jay
Peay

Stafford Capital Partners Limited

CRD#7454097
Investment Advisor
in Austin, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jay Peay is a financial advisor based in Austin, Texas, working with Stafford Capital Partners Limited. Jay has previously held positions at Wofford College, Vanderbilt University - Ogsm, Pricewaterhousecoopers, Stafford Capital Partners Limited, and Stafford Capital Partners Inc. Jay is registered to provide services in Texas. Currently, Jay is part of Stafford Capital Partners Limited, which operates out of Austin, Texas. The firm has 6 offices and 63 employees. The firm manages assets totaling $5.5 billion and offers services including portfolio management for pooled investment vehicles and portfolio management for institutional clients. The fee structure at Stafford Capital Partners Limited includes asset-based and performance-based fees.

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1717 W 6Th Street, Suite 234
Austin, TX 78703

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Stafford Capital Partners Limited Brokerage Details

Total Assets Under Management

$5,476,162,649

Total Number of Employees

63

Total Number of Accounts

34

Average Account Size

$161,063,607

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jay Peay Work History

2020 - Present (5 years)

Stafford Capital Partners Limited

2020 - Present (5 years)

Stafford Capital Partners Inc

2018 - 2020 (2 years)

Pricewaterhousecoopers

2017 - 2018 (1 year)

Vanderbilt University - Ogsm

2013 - 2017 (4 years)

Wofford College

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jay Peay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stafford Capital Partners Limited

Eric Rama
Austin, TX
Jay Peay
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started