| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley and Teresa Ann Stephenson Trust Dated 7-27-98 Control | Shareholder | Over 75% | 2016 |
| Bradley Stephenson Control | President/Cco | Under 5% | 2016 |
| Riley Sean Stephenson Control | Shareholder/Chief Financial Officer | 10-25% | 2016 |
Stephenson and Company, Inc. reports $311.8 million in regulatory assets under management on its Form ADV.
Stephenson and Company, Inc. reports 4 employees.
Stephenson and Company, Inc. is based in San Clemente, CA and has been SEC-registered since 2019.
Stephenson and Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 241 Avenida del Mar, San Clemente, CA 92672 |
| Phone | 949-727-4255 |
| Fax | 949-369-2527 |
| Office hours | 8:30 a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2001544 |
| Discloses disciplinary history | No |
| Discretionary | $246.2M |
| Non-discretionary | $65.6M |
| Total (RAUM) | $311.8M |