CRD: 288981
Stephens Group Asset Management, LLC
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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-1992
- Office Locations
- 1
Office Locations
About Stephens Group Asset Management, LLC
Stephens Group Asset Management (SGAM) is an SEC-registered RIA providing discretionary portfolio management and portfolio construction for retail and institutional clients. Its Optimized Portfolio Strategy uses proprietary index blends to build customized portfolios aligned to client needs, typically implemented through public funds such as ETFs and mutual funds with an asset-allocation and tax-efficient lens. Custody commonly via Schwab.
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Owner & Executives
ELIZABETH STEPHENS CAMPBELL
Partner
- CRD
- --
- Ownership
- 25% but less than 50%
WILTON ROBERT STEPHENS
Chief Executive Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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SAWYER WHITWORTH DUNIGAN
Managing Director, Wealth Management
- CRD
- #5935016
CLAYTON BLAKELY JAMES
Advisor
- CRD
- #3141669
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,703,054,534 | $3,818,508 |
| Non-Discretionary | $0 | -- |
| Total | $1,703,054,534 | $3,818,508 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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