{"url":"https://nivawealth.com/firms/stephens-3496","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/3496","regulatoryAum":18044844233,"crd":"3496","secFileNumber":"801-15510","legalName":"Stephens Inc.","displayName":"Stephens","website":"http://stephens.libsyn.com/","linkedinUrl":"https://www.linkedin.com/company/stephens-inc-","founded":null,"organization":"Arkansas corporation","fiscalYearEnd":"December","headquarters":{"street":"111 Center ST","city":"Little Rock","state":"AR","stateName":"Arkansas","country":"United States","postalCode":"72201"},"tradeNames":["Professional Wealth Management Program","Stephens Advisor Non-Discretionary Program","Stephens Allocation Stratigies Program","Stephens Capital Management","Stephens Capital Management - Pension Management Trust Program","Stephens Capital Management Fixed Income Strategy","Stephens Capital Management Non-Discretionary","Stephens Capital Mangement - Health Management Trust","Stephens Fixed Income Management","Stephens Inc. 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Also trustee of Laura Whitaker Stephens 2012 Trust and a control person, since February 2012.","parent":"John Calhoun Stephens 2012 Trust"},{"label":"Warren Miles Amerine Stephens","detail":"Indirect owner: beneficiary/trustee of Warren Miles Amerine Stephens 2012 Trust and a control person, since December 2012. Also trustee of Laura Whitaker Stephens 2012 Trust and a control person, since February 2012.","parent":"Warren Miles Amerine Stephens 2012 Trust"},{"label":"Laura Stephens Brookshire","detail":"Indirect owner: beneficiary of Laura Whitaker Stephens 2012 Trust and a control person, since December 2012.","parent":"Laura Whitaker Stephens 2012 Trust"},{"label":"JCS-2012 LLC","detail":"Indirect owner: a common (voting) shareholder of Si Holdings Inc. in the 25% to 50% band and a control person, since December 2012.","parent":"Si Holdings Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":20,"privateResidences":0},"listedOfficeAddresses":21,"officesByState":[{"state":"Arkansas","offices":6,"addresses":[{"street":"111 Center ST","city":"Little Rock","headquarters":true},{"street":"703 Chestnut Street","city":"Conway"},{"street":"2479 Browns Lane","city":"Jonesoboro"},{"street":"161 Television Hill Road","city":"Hot Springs"},{"street":"3425 N Futrall Drive","city":"Fayetteville"},{"street":"3100 Market Street","city":"Rogers"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"3344 Peachtree Road","city":"Atlanta"}]},{"state":"Illinois","offices":1,"addresses":[{"street":"191 North Wacker","city":"Chicago"}]},{"state":"Louisiana","offices":1,"addresses":[{"street":"7600 Fern Avenue","city":"Shreveport"}]},{"state":"Maine","offices":1,"addresses":[{"street":"225 Commercial Avenue","city":"Portland"}]},{"state":"Mississippi","offices":1,"addresses":[{"street":"140 Township Avenue","city":"Ridgeland"}]},{"state":"New York","offices":1,"addresses":[{"street":"660 Fifth Avenue","city":"New York"}]},{"state":"North Carolina","offices":2,"addresses":[{"street":"4521 Sharon Road","city":"Charlotte"},{"street":"101 S Stratford Road","city":"Winston Salem"}]},{"state":"South Carolina","offices":1,"addresses":[{"street":"1320 Main Street","city":"Columbia"}]},{"state":"Tennessee","offices":2,"addresses":[{"street":"Crescent Center","city":"Memphis"},{"street":"3100 West End Ave","city":"Nashville"}]},{"state":"Texas","offices":4,"addresses":[{"street":"1111 West Sixth ST","city":"Austin"},{"street":"9 Greenway Plaza","city":"Houston"},{"street":"9 Greenway Plaza","city":"Houston"},{"street":"300 Crescent Court","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"501-377-2000","stateRegisteredReps":247,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Commissions","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":"1000","assetMix":[{"label":"Exchange-traded equity securities","percent":59},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":7},{"label":"U.S. state and local bonds","percent":4},{"label":"Investment grade corporate bonds","percent":1},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":19},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":3,"detail":"Mortgage Backs = Less Than 1%\nAlternative Investments = Less Than 1%\nExternal Assets = Less Than 1%"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/3496/PDF/3496.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Stephens have?","answer":"Stephens has 21,991 clients and manages $18 billion for them, as of September 2026. 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stephens have?","answer":"Stephens has 247 investment adviser representatives registered with state securities authorities, out of 611 employees, and 247 perform investment advisory functions. 611 are registered representatives of a broker-dealer and 137 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stephens invest in?","answer":"At the end of its last fiscal year, Stephens’ separately managed accounts held 59% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds, 4% state and local bonds, 4% cash and equivalents, 3% mortgage backs = less than 1%\nalternative investments = less than 1%\nexternal assets = less than 1%, 1% non-exchange-traded equities, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar). It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stephens?","answer":"Stephens is owned through a chain of holding companies by Warren Amerine Stephens. Its direct owner is Si Holdings Inc. 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