STEPHENS GROUP ASSET MANAGEMENT, LLC

Overview

Stephens Group Asset Management, LLC is an independent registered investment adviser organized as a limited liability company and operating under a percentage-of-AUM fee model. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering financial planning and discretionary portfolio management for individuals, small businesses and institutions. Registered with the SEC in 2017, the firm leans toward managing public fund vehicles rather than acting as a capital allocator to private vehicles; it does not identify as an active ESG investor. Public funds and pooled vehicles dominate the firm’s approach to portfolio construction. The firm’s 13F filings and custody relationships indicate a preference for broad fund exposures—principally ETFs and mutual funds—rather than concentrated direct-stock strategies or proprietary alternative fund platforms. Advisory services emphasize customized planning and discretionary management delivered through those fund wrappers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices