CRD: 118588
Robert Stephen Capital Management LLC
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- Custodian
- Fidelity/NFS ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-1998
- Office Locations
- 1
Office Locations
About Robert Stephen Capital Management LLC
Robert Stephen Capital Management LLC (dba of Streeter Moore and Stipe LLC) is an SEC-registered RIA in Tulsa providing financial planning and investment management. The firm uses a risk-first process to build client-driven strategies for preserving and growing wealth, often implemented with ETFs alongside public equity and fixed income. Operates as an independent, multi-custodian practice (e.g., Fidelity/NFS, Raymond James).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHEN HENRY STREETER
Investment Advisor, Managing Member
- CRD
- #2318269
- Ownership
- 75% or more
Chrissy M Streeter
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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ROBERT L BANDY
Chief Executive Officer, Chief Investment Officer, Managing Member
- CRD
- #4290169
BRIAN KEITH MCGUIRE
Financial Advisor, General Partner
- CRD
- #4075621
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,621,268 | $1,115,622 |
| Non-Discretionary | $10,509,609 | $10,509,609 |
| Total | $219,130,877 | $1,165,590 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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