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Helen Stephens Group, LLC

● SEC registered since 2018CRD 159594SEC# 801-114243Fort Worth, TX
Export (members)
Reg. AUM
$509.6M
Employees
9
Accounts
961
Location
Fort Worth, TX

Helen Stephens Group, LLC assets under management

Helen Stephens Group, LLC operates as an SEC-registered investment adviser based in Fort Worth, TX. The firm has been registered since 2018. It reports $509.6 million in regulatory assets under management and employs 9 people.
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Helen Stephens Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Candace ScholzMember10-25%2018
Helen Barbre Stephens ControlPresident, Chief Compliance Officer50-75%2011
James Arlen DavisMemberUnder 5%2023
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Frequently asked questions

How much does Helen Stephens Group, LLC manage?

Helen Stephens Group, LLC reports $509.6 million in regulatory assets under management on its Form ADV.

How many employees does Helen Stephens Group, LLC have?

Helen Stephens Group, LLC reports 9 employees.

Where is Helen Stephens Group, LLC located?

Helen Stephens Group, LLC is based in Fort Worth, TX and has been SEC-registered since 2018.

Does Helen Stephens Group, LLC disclose fund performance?

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

Contact & registration

Address4200 S. Hulen St., Suite 422, Fort Worth, TX 76109
Phone817-546-6353
Fax817-887-1585
Office hours8:30 a.m. - 4:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$502.1M
Non-discretionary$7.5M
Total (RAUM)$509.6M