CRD: 111453
Stephenson AND Company, Inc.
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- Custodian
- Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-12-2010
- Office Locations
- 1
Office Locations
About Stephenson AND Company, Inc.
Stephenson and Company, Inc. is a San Clemente, CA-based advisory firm providing investment advisory, wealth management, and modular-to-comprehensive financial planning, plus investment management consulting. The practice supports retail and institutional relationships and builds portfolios using asset allocation across vehicles such as ETFs and mutual funds. Works with major custodians including Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RILEY SEAN STEPHENSON
Chief Financial Officer, Wealth Advisor
- CRD
- #5948265
- Ownership
- 10% but less than 25%
BRADLEY STEPHENSON
Chief Compliance Officer, President, Wealth Management Advisor
- CRD
- #862866
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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COLLIN CHRISTOPHER ZINES
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- CRD
- #7069188
Showing 1 of 3 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $353,412,228 | $665,560 |
| Non-Discretionary | $93,569,075 | $748,553 |
| Total | $446,981,303 | $681,374 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | 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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