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- Custodian
- BNY Mellon · Pershing · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-19-1971
- Office Locations
- 26
Office Locations
About Stephens
Stephens serves individuals, businesses, and institutions with private wealth management, long-term portfolio management, investment banking (M&A and financing), insurance/risk mitigation, private capital, public finance, and fixed-income sales & trading. It also runs an institutional equities and research platform with actionable market insights—relevant for distribution teams seeking partners with both retail and institutional coverage.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Geographic Focus
Industry Interests
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CURTIS FRANKLIN BRADBURY JR
Chief Operating Officer
- CRD
- #810347
- Ownership
- Less than 5%
LAURA STEPHENS BROOKSHIRE
SENIOR EXECUTIVE VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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CREIGHTON WILLIAMS ABRAMS III
--
- CRD
- #7622194
Phyllis Ann Achor
--
- CRD
- #1465724
Showing 2 of 590 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,826,378,185 | $1,069,574 |
| Non-Discretionary | $4,218,466,048 | $465,409 |
| Total | $18,044,844,233 | $820,556 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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