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Trustee of W.R. Stephens, JR. Revocable Trust · Stephens Group Asset Management, LLC

Wilton R. Stephens

CRD 1863538 · Named on Form ADV at one SEC-registered adviser

At a glance

Stephens Group Asset Management, LLC, an SEC-registered wealth manager based in Little Rock, AR with $1.7 billion in regulatory assets, lists Wilton R. Stephens on its Form ADV as Trustee of W.R. Stephens, JR. Revocable Trust, a control person.

Firms and roles

AtlasMembers

Wilton’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • William L. TedfordChairman, Stephens Group Asset Management, LLC
  • Alan B. TedfordChief Executive Officer and Trustee of MTK Irrevocable Trust, Stephens Group Asset Management, LLC
  • Angela J. MartinChief Compliance Officer, Stephens Group Asset Management, LLC
  • Elizabeth S. CampbellTrustee of Elizabeth S. Campbell Revocable Trust, Stephens Group Asset Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wilton’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.