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STEVENS CAPITAL PARTNERS
STEVENS CAPITAL PARTNERS INC
CRD 317517 · SEC 801-122960
15514 SPAULDING PLAZA, SUITE D02, OMAHA, NE, 68116, United States
Phone
402-251-5800
Fax
402-251-5800
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$600.7M
Discretionary AUM
$600.7M
Team
21 total employees; 10 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 504 | $319.1M |
| High net worth individuals | 43 | $191.4M |
| Charitable organizations | 7 | $26.6M |
| Corporations/business entities | 28 | $63.7M |
States served
CA, GA, IL, IA, LA, MN, NE, NY, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD