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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-11-2022
- Office Locations
- 3
Office Locations
About Stevens Capital Partners
Stevens Capital Partners provides wealth management and comprehensive financial planning for high-net-worth families, business executives, professional athletes, and select institutions, churches, and nonprofits. The team supports portfolio construction and asset allocation across public funds, ETFs, and fixed income, with exposure to private funds. The firm has pledged to contribute 10% of profits to the community.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Platform
Services
Technology
Owner & Executives
DAVID A STEVENS
President
- CRD
- #3242734
- Ownership
- 75% or more
Brett Alan Jackson
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jacob Steven Anderson
Financial Advisor
- CRD
- #7331074
Justin William Reed Carlson
Wealth Manager
- CRD
- #6791424
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $809,903,166 | $281,225 |
| Non-Discretionary | $390,014 | $30,439 |
| Total | $810,293,180 | $281,107 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| 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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