Wealth Manager
    SEC Registered
    Manages Private Funds

    Stephens Group Asset Management, LLC

    Registered investment advisor · Little Rock, Arkansas · CRD #288981

    Assets Under Management
    $1.7B
    Client Accounts
    446
    Employees
    4
    CRD Number
    288981
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Stephens Group Asset Management, LLC

    Stephens Group Asset Management, LLC is an SEC-registered investment advisory firm founded in 2017 by Witt Stephens, Jr. and Elizabeth Campbell. It offers customized wealth management and discretionary advice. The firm has 2-10 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Stephens Group Asset Management, LLC

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    Frequently Asked Questions

    What is Stephens Group Asset Management, LLC's AUM?

    Stephens Group Asset Management, LLC reports approximately $1.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stephens Group Asset Management, LLC headquartered?

    Stephens Group Asset Management, LLC is headquartered in Little Rock, Arkansas.

    What is Stephens Group Asset Management, LLC's CRD number?

    Stephens Group Asset Management, LLC's CRD number is 288981. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Stephens Group Asset Management, LLC manage?

    Stephens Group Asset Management, LLC manages approximately 446 client accounts according to its latest SEC filing.

    Is Stephens Group Asset Management, LLC SEC registered?

    Yes, Stephens Group Asset Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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