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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 Oct 1, 2026
Regulatory AUM
$810.3M
Above cohort median (national)
Discretionary AUM
$809.9M
Non-discretionary $390K
Clients
681
2,575 accounts
Employees
21
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Clients | 582 | 681 | increased by99 |
| Aug 1, 2026 | AUM | $600,726,359 | $810,293,180 | increased by$209,566,821 |
| Aug 1, 2026 | Accounts | 2,137 | 2,575 | increased by438 |
| Mar 1, 2026 | Employees | 9 | 21 | increased by12 |
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 509 | 582 | increased by73 |
| Mar 1, 2026 | AUM | $432,260,720 | $600,726,359 | increased by$168,465,639 |
| Mar 1, 2026 | Accounts | 1,854 | 2,137 | increased by283 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 460 | 509 | increased by49 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $374,017,112 | $432,260,720 | increased by$58,243,608 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,608 | 1,854 | increased by246 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 9 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 181 | 460 | increased by279 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $180,325,391 | $374,017,112 | increased by$193,691,721 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 746 | 1,608 | increased by862 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STEVENS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STEVENS CAPITAL” 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.