Wealth Manager
    SEC Registered
    Manages Private Funds

    Stevens Capital Partners

    Registered investment advisor · Omaha, Nebraska · CRD #317517

    Assets Under Management
    $601M
    Client Accounts
    2,137
    Employees
    21
    CRD Number
    317517
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

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

    About Stevens Capital Partners

    Stevens Capital Partners is a small investment advisory firm based in Omaha, NE, serving clients in Nebraska and Texas with personalized financial solutions. Founded in 2020, it manages over $207 million in assets and has grown to over 220 clients.

    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 Stevens Capital Partners

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    Frequently Asked Questions

    What is Stevens Capital Partners's AUM?

    Stevens Capital Partners reports approximately $601M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stevens Capital Partners headquartered?

    Stevens Capital Partners is headquartered in Omaha, Nebraska.

    What is Stevens Capital Partners's CRD number?

    Stevens Capital Partners's CRD number is 317517. 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 Stevens Capital Partners manage?

    Stevens Capital Partners manages approximately 2,137 client accounts according to its latest SEC filing.

    Is Stevens Capital Partners SEC registered?

    Yes, Stevens Capital Partners is registered with the SEC as an investment adviser with an approved registration status.

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