Stevens Capital Partners

RIASEC RegisteredEst. 2022

Total AUM

$810M

Discretionary

$810M

100% of AUM

Avg account

$315K

Accounts

2,575

Employees

Advisory reps

Firm details

Headquarters: Omaha, Nebraska
CRD number: 317517
Registered since: January 11, 2022
Website: www.stevenscapitalpartners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59%
Individuals37.98%
Corporations / Businesses2.14%
Charitable Organizations0.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Stevens Capital Partners is an independent, corporation-form advisory firm that registered with the SEC in 2022 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients and operates as a capital allocator that also acts in the capacity of an "other financial product" salesperson. Its advisory services include financial planning, portfolio management for individuals/small businesses and for institutions, and the selection of outside advisers. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. Stevens Capital Partners does not identify as an active ESG investor in its filings.