Falists
← Back to search

STEPHENS GROUP ASSET MANAGEMENT, LLC

CRD 288981 · SEC 801-111747

Visit website

100 RIVER BLUFF DRIVE, SUITE 220, LITTLE ROCK, AR, 72202-2215, United States

Phone

501-246-7500

Fax

501-325-2347

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.70B

Discretionary AUM

$1.70B

Team

4 total employees; 4 advisory reps; 33 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals89$52.0M
High net worth individuals111$1.26B
Pension/profit sharing plans7$42.9M
Charitable organizations7$8.6M
Corporations/business entities11$340.4M

States served

AR, GA, LA, MS, NC, OK, TN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD