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Stevens Capital Partners Inc

● SEC registered since 2022CRD 317517SEC# 801-122960Omaha, NE
Export (members)
Reg. AUM
$432.3M
Employees
9
Accounts
1,854
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 $432.3 million in regulatory assets under management and employs 9 people.
www.mypurposefulwealth.comView on SEC.gov ↗

Stevens Capital Partners Inc owners & executives

1 reported
NameTitleOwnershipSince
David A Stevens ControlPresident & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Stevens Capital Partners Inc manage?

Stevens Capital Partners Inc reports $432.3 million in regulatory assets under management on its Form ADV.

How many employees does Stevens Capital Partners Inc have?

Stevens Capital Partners Inc reports 9 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

Address15514 Spaulding Plaza, Suite D02, Omaha, NE 68116
Phone402-251-5800
Fax402-251-5800
Office hours8:30 a.m. - 5 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$432.2M
Non-discretionary$17K
Total (RAUM)$432.3M