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STEPHENS INVESTMENT MANAGEMENT GROUP, LLC
CRD 136369 · SEC 801-64675
111 CENTER STREET, LITTLE ROCK, AR, 72201, United States
Phone
800-458-6589
Fax
501-377-2327
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.86B
Discretionary AUM
$7.86B
Team
22 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)REGISTRANT PROVIDES ITS MODEL PORTFOLIOS AS RECOMMENDED STRATEGY MODELS TO OTHER ADVISERS FOR USE IN THEIR ADVISORY SERVICES.
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 143 | $93.4M |
| Investment companies | 4 | $5.61B |
| Pooled investment vehicles | 1 | $70.0M |
| Pension/profit sharing plans | 9 | $1.72B |
| State/municipal entities | 6 | $217.4M |
| Corporations/business entities | 16 | $29.0M |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, IL, KS, LA, ME, MD, MA, MN, NJ, NY, OH, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD