CRD: 288981
Stephens Group Asset Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 11, 2025 and March 27, 2026, reported AUM increased 20.9%, from $1.4B to $1.7B.
Across 5 reported observations, AUM increased 43.0% between March 22, 2022 and March 27, 2026, from $1.2B to $1.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 258 clients, or 64.5 clients per representative. That equates to $6.6M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ELIZABETH STEPHENS CAMPBELL
Partner
- CRD
- --
- Ownership
- 25% but less than 50%
WILTON ROBERT STEPHENS
Chief Executive Officer, Chief Executive Officer and Co-Chairman
- 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
SMA allocation detail is available
Stephens Group Asset Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Stephens Group Asset Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.