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ROBERT STEPHEN CAPITAL MANAGEMENT LLC
STREETER MOORE & STIPE LLC
CRD 118588 · SEC 801-68644
4111 S. DARLINGTON, SUITE 120, TULSA, OK, 74135, United States
Phone
918-481-6262
Fax
918-481-6211
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$219.1M
Discretionary AUM
$208.6M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $73.2M |
| High net worth individuals | 25 | $125.6M |
| Corporations/business entities | 13 | $20.3M |
States served
AR, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD