Robert Stephen Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated March 27, 2026, reports $219M in regulatory assets under management, 5 employees, and 188 accounts.
Assets Under Management
$219M
Employees
5
Offices
--
Total Clients
188
Primary office
TULSA, OK
4111 S. DARLINGTON, SUITE 120, TULSA, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.8% of total clients.
Top client categories% of clientsClients
1
Individuals
79.8%
150
2
HNWI
13.3%
25
3
Corporations
6.9%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$219Mas of March 27, 2026
Discretionary95.2%
$209M
95% of total RAUM95.2%
Non-discretionary4.8%
$11M
5% of total RAUM4.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$219M
Total Accounts188
10Y AUM Change+$35M (+18.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee38:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.