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Stephens Group Asset Management, LLC

● SEC registered since 2017CRD 288981SEC# 801-111747Little Rock, AR
Export (members)
Reg. AUM
$1.7B
Employees
4
Accounts
446
Location
Little Rock, AR

Stephens Group Asset Management, LLC assets under management

Stephens Group Asset Management, LLC is an investment advisory firm registered with the SEC based in Little Rock, AR. The firm has been registered since 2017. It reports $1.7 billion in regulatory assets under management and employs 4 people.

Stephens Group Asset Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Alan Bradley Tedford ControlChief Executive Officer And Trustee Of Mtk Irrevocable Trust25-50%2017
Angela Jo Martin ControlChief Compliance OfficerUnder 5%2018
Elizabeth S. Campbell Revocable Trust ControlMember25-50%2017
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Frequently asked questions

How much does Stephens Group Asset Management, LLC manage?

Stephens Group Asset Management, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Stephens Group Asset Management, LLC have?

Stephens Group Asset Management, LLC reports 4 employees.

Where is Stephens Group Asset Management, LLC located?

Stephens Group Asset Management, LLC is based in Little Rock, AR and has been SEC-registered since 2017.

Does Stephens Group Asset Management, LLC disclose fund performance?

Stephens Group Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 River Bluff Drive, Suite 220, Little Rock, AR 72202-2215
Phone501-246-7500
Fax501-325-2347
Office hours8:00a.m. - 4:30p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1726808
Discloses disciplinary historyNo

Regulatory AUM

$1.7B▲ 21%
Mar '25 — $1.41BApr '25 — $1.41BMay '25 — $1.41BJun '25 — $1.41BJul '25 — $1.41BAug '25 — $1.41BSep '25 — $1.41BOct '25 — $1.41BNov '25 — $1.41BDec '25 — $1.41BJan '26 — $1.41BFeb '26 — $1.41BMar '26 — $1.7BApr '26 — $1.7BMay '26 — $1.7BJun '26 — $1.7B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$1.7Bregulatory AUM
Discretionary $1.7B