Stevens Capital Partners
Stevens Capital Partners is an SEC-registered wealth manager in Omaha, NE with $600.7M assets under management (AUM, regulatory AUM), +61% over one year. See who owns Stevens Capital Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317517, SEC 801-122960, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $600.7M (2026-05-28)
- Firm type
- Wealth Manager
- Location
- Omaha, NE
- Employees
- 21
- Clients
- 582
- CRD
- 317517
- Ownership
- STEVENS, DAVID, A
How much AUM does Stevens Capital Partners have?
Stevens Capital Partners reported $600.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Stevens Capital Partners?
Disclosed owners and executives of Stevens Capital Partners include STEVENS, DAVID, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.