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STEPHENS GROUP ASSET MANAGEMENT, LLC
CRD 288981File 801-111747
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.70B
Top 25% of cohort (national)
Discretionary AUM
$1.70B
Clients
225
446 accounts
Employees
4
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 209 | 225 | increased by16 |
| Apr 1, 2026 | AUM | $1,409,178,355 | $1,703,054,534 | increased by$293,876,179 |
| Apr 1, 2026 | Accounts | 412 | 446 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 4 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 172 | 209 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,190,759,848 | $1,409,178,355 | increased by$218,418,507 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 342 | 412 | increased by70 |
| Apr 1, 2022 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2022 | Clients | 151 | 172 | increased by21 |
| Apr 1, 2022 | AUM | $966,632,161 | $1,190,759,848 | increased by$224,127,687 |
| Apr 1, 2022 | Accounts | 152 | 342 | increased by190 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STEPHENS GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STEPHENS GROUP” may also match similarly-named firms). Confirm identity against each filing.
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.