Stevens Capital Partners Inc
● SEC registered since 2022CRD 317517SEC# 801-122960Omaha, NE
Reg. AUM
$600.7M
Employees
21
Accounts
2,137
Location
Omaha, NE
Stevens Capital Partners Inc assets under management
Stevens Capital Partners Inc is an investment advisory firm registered with the SEC based in Omaha, NE. The firm has been registered since 2022. It reports $600.7 million in regulatory assets under management and employs 21 people.
Stevens Capital Partners Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David A Stevens Control | President & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Stevens Capital Partners Inc manage?
Stevens Capital Partners Inc reports $600.7 million in regulatory assets under management on its Form ADV.
How many employees does Stevens Capital Partners Inc have?
Stevens Capital Partners Inc reports 21 employees.
Where is Stevens Capital Partners Inc located?
Stevens Capital Partners Inc is based in Omaha, NE and has been SEC-registered since 2022.
Does Stevens Capital Partners Inc disclose fund performance?
Stevens Capital Partners Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15514 Spaulding Plaza, Suite D02, Omaha, NE 68116 |
| Phone | 402-251-5800 |
| Fax | 402-251-5800 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$600.7M▲ 61%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$600.7Mregulatory AUM
Discretionary $600.7MNon-discretionary $30K