Ronald E. Heinz

STAFFORD CAPITAL PARTNERS

Austin, TX 78703

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CRD#: 7143423

Professional summary

Ronald Edward Heinz III, who also goes by Tyler Heinz, is a registered financial advisor currently at STAFFORD CAPITAL PARTNERS INC. located in Austin, Texas.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ronald has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyler Heinz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Edward Heinz III's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2019 - Present

STAFFORD CAPITAL PARTNERS INC.

Office #1: 1717 West 6th Street Suite 234, Austin, TX 78703

RIA

CRD#: 171419

Austin, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STAFFORD CAPITAL PARTNERS INC.

STAFFORD CAPITAL PARTNERS INC. | STAFFORD PRIVATE EQUITY INC.

CRD#: 171419 / SEC#: 801-79741

RIA

Registered Investment Advisory firm - (6/5/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/1/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

STAFFORD CAPITAL PARTNERS INC.

STAFFORD CAPITAL PARTNERS INC. | STAFFORD PRIVATE EQUITY INC.

CRD#: 171419 / SEC#: 801-79741

RIA

Registered Investment Advisory firm - (6/5/2014 Approved)

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Contact information

Main Address

1717 West 6th Street, Suite 234, Austin, TX 78703

Mailing Address

Phone number

(512) 334-6489

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

STAFFORD CAPITAL PARTNERS INC ADV PART IIA FY2024 (9/25/2025)

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 1,720,208,004

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ronald E. Heinz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Edward Heinz III's CRS (Customer Relationship Summary).

Certified licenses

Experience

STAFFORD CAPITAL PARTNERS INC.

Primary Firm SEC Registration

STAFFORD CAPITAL PARTNERS INC.

State Registrations and Notice Filings

Exams

Current Firm

STAFFORD CAPITAL PARTNERS INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STAFFORD CAPITAL PARTNERS INC.

TRUST BUT VERIFY

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