STEVENS CAPITAL PARTNERS

Legal name: STEVENS CAPITAL PARTNERS INC

CRD 317517File 801-122960

APPROVED

Retail clients

Custody

Filing as of Jul 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$810.3M

Above cohort median (national)

Discretionary AUM

$809.9M

Non-discretionary $390K

Clients

681

2,575 accounts

Employees

Above cohort median in NE

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: DRO
Registration date: Jan 11, 2022
Principal office: 15514 SPAULDING PLAZA, SUITE D02, OMAHA, NE, 68116
Phone: 402-251-5800
Website: https://www.mypurposefulwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $810.3M
Discretionary AUM: $809.9M
Non-discretionary AUM: $390K
Discretionary accounts: 2,573
Non-discretionary accounts: 2
Total accounts: 2,575
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	16	$17.4M
Charitable organizations	4	$7.1M
High net worth individuals	96	$478.0M
Individuals (other than high net worth individuals)	565	$307.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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: 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 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.