STEPHENS GROUP ASSET MANAGEMENT, LLC

CRD 288981File 801-111747

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.70B

Top 25% of cohort (national)

Discretionary AUM

$1.70B

Clients

225

446 accounts

Employees

Top 25% of cohort in AR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Sep 26, 2017
Principal office: 100 RIVER BLUFF DRIVE, SUITE 220, LITTLE ROCK, AR, 72202-2215
Phone: 501-246-7500
Website: HTTPS://WWW.SGASSETMGT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.70B
Discretionary AUM: $1.70B
Non-discretionary AUM: $0
Discretionary accounts: 446
Non-discretionary accounts: 0
Total accounts: 446
AUM per client: $7.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$340.4M
Charitable organizations	7	$8.6M
High net worth individuals	111	$1.26B
Pension and profit sharing plans	7	$42.9M
Individuals (other than high net worth individuals)	89	$52.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
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 11

This 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.