Overview

Headquarters
Omaha, NE
Total Firm Assets
$810 million
Average High-Net-Worth Client Portfolio Size
$5.0 million

Fee Disclosure

Source: STEVENS CAPITAL PARTNERS ADV PART 2A (2026-07-20) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.35%
$2,000,001 $3,000,000 1.20%
$3,000,001 $5,000,000 1.00%
$5,000,001 $10,000,000 0.80%
$10,000,001 $25,000,000 0.65%
$25,000,001 $40,000,000 0.50%
$40,000,001 $75,000,000 0.40%
$75,000,001 and above 0.35%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $13,500 1.35%
$5 million $59,000 1.18%
$10 million $99,000 0.99%
$50 million $311,500 0.62%
$100 million $499,000 0.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
59.00%
Number of High-Net-Worth Clients
96
Total Client Accounts
2,575
Discretionary Accounts
2,573
Non-Discretionary Accounts
2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
317517
  • STEVENS CAPITAL PARTNERS ADV PART 2A (2026-07-20) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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