Stevens Capital Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Omaha, NE. Its latest Form ADV filing, dated February 12, 2026, reports $601M in regulatory assets under management, 21 employees, and 2,137 accounts.
Assets Under Management
$601M
Employees
21
Offices
--
Total Clients
582
Primary office
OMAHA, NE
15514 SPAULDING PLAZA, SUITE D02, OMAHA, NE, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.6% of total clients.
Top client categories% of clientsClients
1
Individuals
86.6%
504
2
HNWI
7.4%
43
3
Corporations
4.8%
28
4
Charitable
1.2%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$601Mas of February 12, 2026
Discretionary100.0%
$601M
100% of total RAUM100.0%
Non-discretionary0.0%
$30K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$601M
Total Accounts2,137
10Y AUM Change+$601M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee28:1
10Y Employee Change+18 (+600.0%)
* 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.