Stephens Group Asset Management, LLC's Form ADV discloses 0.60% on the first $2 million, 0.50% on the next $3 million, 0.40% on the next $5 million, 0.30% on the next $10 million, 0.15% on the next $10 million, 0.10% on the next $10 million, 0.08% on the next $10 million, 0.06% on the next $50 million, and negotiable rates above $100 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #288981), Stephens Group Asset Management, LLC is subject to fiduciary duty under federal law.
Stephens Group Asset Management, LLC is headquartered in LITTLE ROCK, AR.
Stephens Group Asset Management, LLC serves 111 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, Stephens Group Asset Management, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Stephens Group Asset Management, LLC manages $1.7 billion in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, Stephens Group Asset Management, LLC serves high-net-worth individuals and institutional clients. View client details ↓