Stephenson And Company, Inc.
Stephenson And Company, Inc. is an SEC-registered wealth manager in San Clemente, CA with $447.0M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Stephenson And Company, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111453, SEC 801-117128, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $447.0M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- San Clemente, CA
- Employees
- 5
- Clients
- 265
- CRD
- 111453
- Ownership
- STEPHENSON, RILEY, SEAN; BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98; STEPHENSON, BRADLEY; STEPHENSON, TERESA; THE HUBBERT STEPHENSON TRUST DTD 5/14/18 FBO BRIANA J. STEPHENSON
How much AUM does Stephenson And Company, Inc. have?
Stephenson And Company, Inc. reported $447.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Stephenson And Company, Inc.?
Disclosed owners and executives of Stephenson And Company, Inc. include STEPHENSON, RILEY, SEAN, BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98, STEPHENSON, BRADLEY, STEPHENSON, TERESA, THE HUBBERT STEPHENSON TRUST DTD 5/14/18 FBO BRIANA J. STEPHENSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.