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STEVENS FOSTER FINANCIAL ADVISORS
Legal name: STEVENS, FOSTER FINANCIAL SERVICES, INC.
CRD 115752File 801-80128
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$750.4M
Above cohort median (national)
Discretionary AUM
$618.4M
Non-discretionary $132.0M
Clients
332
1,003 accounts
Employees
20
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 7, 2014
- Principal office
- 7900 XERXES AVENUE SOUTH, SUITE 1800, BLOOMINGTON, MN, 55431
- Phone
- 952-843-4200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $750.4M
- Discretionary AUM
- $618.4M
- Non-discretionary AUM
- $132.0M
- Discretionary accounts
- 639
- Non-discretionary accounts
- 364
- Total accounts
- 1,003
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | Not reported |
| High net worth individuals | 151 | $692.4M |
| Individuals (other than high net worth individuals) | 181 | $58.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.