Wealth manager, independent · Omaha, NE
Stevens Capital Partners
Stevens Capital Partners Inc · SEC-registered investment adviser · CRD 317517 · SEC 801-122960
At a glance
Stevens Capital Partners is an SEC-registered investment adviser based in Omaha, Nebraska, with $810 million in regulatory assets under management as of its Form ADV filed July 20, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 661 individual clients. By Form ADV it is a wealth manager, ranked 1,883rd of 8,915 wealth managers and 6,043rd of 17,210 SEC-registered advisers by assets.
Main office 402-251-5800stevenscapitalpartners.comAs filed on Form ADV
- Regulatory AUM
- $810M
- Rank among wealth managers
- #1,883 of 8,915
- Rank among all SEC RIAs
- #6,043 of 17,210
- Rank in Nebraska
- #25 of 71
- Individual clients
- 661
- High-net-worth clients
- 96
- Accounts
- 2,575
- Discretionary
- 100% of AUM
- Employees
- 21
- Advisory staff
- 10
- Offices
- 1
Owners and executives on its Form ADV
- David A StevensPresident
- Brett A. JacksonChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 96 | $478M | 59% |
| Individuals | 565 | $308M | 38% |
| Corporations or other businesses | 16 | $17M | 2% |
| Charitable organizations | 4 | $7M | <1% |
Disciplinary disclosures
Stevens Capital Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗stevenscapitalpartners.com ↗
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The full record on Stevens Capital Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 4,085 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Stevens Capital Partners manage?
Stevens Capital Partners reports $810 million in regulatory assets under management across 2,575 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 20, 2026.
What kind of firm is Stevens Capital Partners?
Stevens Capital Partners is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Stevens Capital Partners’s clients?
By assets, its largest client types are high-net-worth individuals ($478 million, 96 clients); individuals ($308 million, 565 clients); corporations or other businesses ($17 million, 16 clients).
Does Stevens Capital Partners have any disciplinary history?
Stevens Capital Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Stevens Capital Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →