Robert Stephen Capital Management LLC
Robert Stephen Capital Management LLC is an SEC-registered wealth manager in Tulsa, OK with $219.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Robert Stephen Capital Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118588, SEC 801-68644, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $219.1M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Tulsa, OK
- Employees
- 5
- Clients
- 188
- CRD
- 118588
- Ownership
- MOORE, DAVID, RAY; STIPE, STEPHEN, ROBERT; STREETER, STEPHEN, HENRY; Streeter, Chrissy, M; Morris, Robert, Brady
How much AUM does Robert Stephen Capital Management LLC have?
Robert Stephen Capital Management LLC reported $219.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Robert Stephen Capital Management LLC?
Disclosed owners and executives of Robert Stephen Capital Management LLC include MOORE, DAVID, RAY, STIPE, STEPHEN, ROBERT, STREETER, STEPHEN, HENRY, Streeter, Chrissy, M, Morris, Robert, Brady. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.