Stephens Consulting, LLC
CRD 308970SEC# 801-122003Flint, MI
No longer SEC-registered. Stephens Consulting, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$5.3M
Employees
1
Accounts
9
Location
Flint, MI
Stephens Consulting, LLC assets under management
Stephens Consulting, LLC operates as an SEC-registered investment adviser based in Flint, MI. It reports $5.3 million in regulatory assets under management and employs 1 people.
Stephens Consulting, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kimberly Ann Desempelaere Waldman Control | Chief Operating Officer | Under 5% | 2021 |
| Sheryl Elaine Stephens Control | Chief Compliance Officer And Managing Member | Over 75% | 2021 |
Frequently asked questions
How much does Stephens Consulting, LLC manage?
Stephens Consulting, LLC reports $5.3 million in regulatory assets under management on its Form ADV.
How many employees does Stephens Consulting, LLC have?
Stephens Consulting, LLC reports 1 employees.
Where is Stephens Consulting, LLC located?
Stephens Consulting, LLC is based in Flint, MI.
Does Stephens Consulting, LLC disclose fund performance?
Stephens Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5206 Gateway Centre, Suite 300, Flint, MI 48507 |
| Office hours | M-F 8:30a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$5.3M▼ 100%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$5.3Mregulatory AUM
Discretionary $5.3M