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ROBERT STEPHEN CAPITAL MANAGEMENT LLC
Legal name: STREETER MOORE & STIPE LLC
CRD 118588File 801-68644
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$219.1M
Below cohort median (national)
Discretionary AUM
$208.6M
Non-discretionary $10.5M
Clients
188
188 accounts
Employees
5
Below cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 7, 2008
- Principal office
- 4111 S. DARLINGTON, SUITE 120, TULSA, OK, 74135
- Phone
- 918-481-6262
- Website
- HTTP://WWW.ROBERTSTEPHEN.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $219.1M
- Discretionary AUM
- $208.6M
- Non-discretionary AUM
- $10.5M
- Discretionary accounts
- 187
- Non-discretionary accounts
- 1
- Total accounts
- 188
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $20.3M |
| High net worth individuals | 25 | $125.6M |
| Individuals (other than high net worth individuals) | 150 | $73.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.