Stevens Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, education planning, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 251–500 clients last fiscal year.
Stevens Capital Partners reports 681 clients. They include 565 individual clients, 96 high-net-worth individuals, and 16 corporations and other businesses. Nearly all assets ($810M across 2,573 accounts) are managed with discretion; $390K across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 38% |
| High-net-worth individuals | 14% | 59% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 565 | $308M | 38.0% | $545K |
| High-net-worth individuals | 96 | $478M | 59.0% | $4.98M |
| Charitable organizations | 4 | $7.11M | 0.9% | $1.78M |
| Corporations and other businesses | 16 | $17.4M | 2.1% | $1.08M |
| Total | 681 | $810M | 100% | $1.19M |
- Clients
- 565
- Regulatory AUM
- $308M
- AUM share
- 38.0%
- Avg. per client
- $545K
- Clients
- 96
- Regulatory AUM
- $478M
- AUM share
- 59.0%
- Avg. per client
- $4.98M
- Clients
- 4
- Regulatory AUM
- $7.11M
- AUM share
- 0.9%
- Avg. per client
- $1.78M
- Clients
- 16
- Regulatory AUM
- $17.4M
- AUM share
- 2.1%
- Avg. per client
- $1.08M
Total
- Clients
- 681
- Regulatory AUM
- $810M
- AUM share
- 100%
- Avg. per client
- $1.19M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Stevens Capital Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Hourly Fee
- Hourly financial planning engagements are $500 per hour, negotiable in certain cases and due at completion.
David Stevens owns 75% or more of Stevens Capital Partners. The leadership team of Stevens Capital Partners includes President David Stevens and Chief Compliance Officer Brett Jackson. It has 21 employees, 10 of them in advisory roles.
Leadership
David StevensPresident- Brett JacksonChief Compliance Officer
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
Staff
- 21 employees
- 10 in advisory functions
- 10 state-registered reps
- 2 soliciting firms
- Owns 75% or more of Stevens Capital Partners Inc
David Stevens
Control person · since November 2021
Stevens Capital Partners’ regulatory assets grew 4.5× from $180M (May 2022) to $810M (July 2026); clients rose from 181 to 681 and employees from 3 to 21. In 2026, J.F. DePetris Jr., CPA, PLLC (Joe DePetris tax practice, Dallas) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $810M | 681 | 21 | 1 |
| July 2025 | $432M | 509 | 9 | 1 |
| April 2024 | $303M | 384 | 9 | 1 |
| May 2023 | $207M | 279 | 6 | 1 |
| May 2022 | $180M | 181 | 3 | 1 |
Firms that joined
20261 joined
- J.F. DePetris Jr., CPA, PLLC (Joe DePetris tax practice, Dallas)No filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Stevens Capital Partners has 0 offices, with 1 listed address in Nebraska.
Nebraska · 1 listed address
- 15514 Spaulding Plaza, Suite D02, OmahaHQ
Contact and registration details
- Legal name
- Stevens Capital Partners Inc
- Headquarters
- 15514 Spaulding Plaza, Suite D02, Omaha, NE 68116
- Website
- stevenscapitalpartners.com
- Phone
- 402-251-5800
- SEC file
- 801-122960
- Founded
- 2021
- Structure
- Nebraska corporation
- Fiscal year end
- December
Stevens Capital Partners uses Fidelity ($537M, 72%) and Charles Schwab ($207M, 28%) as custodians for its separately managed accounts. Stevens Capital Partners has custody of $91M in client assets for 145 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $537M72%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $207M28%
At year end, Stevens Capital Partners’ separately managed accounts were mostly in funds (64%) and stocks (16%).
What the accounts hold
- Stocks16%
- Funds64%
- Registered funds62%
- Pooled vehicles2%
- Bonds11%
- Investment grade corporate bonds9%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash3%
Filed values cover 94%. The neutral 6% gap has no reported category.
How many clients does Stevens Capital Partners have?
Stevens Capital Partners has 681 clients and manages $810 million for them, as of July 2026. They include 565 individual clients, 96 high-net-worth individuals, and 16 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 July 2026
What services does Stevens Capital Partners offer?
Stevens Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, education planning, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Stevens Capital Partners use?
Stevens Capital Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $537M and Charles Schwab & Co., Inc. (Westlake, TX), with $207M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 July 2026
How many financial advisors does Stevens Capital Partners have?
Stevens Capital Partners has 10 investment adviser representatives registered with state securities authorities, out of 21 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stevens Capital Partners invest in?
At the end of its last fiscal year, Stevens Capital Partners’ separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 9% investment grade corporate bonds, 3% cash and equivalents, 2% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stevens Capital Partners?
Stevens Capital Partners’ direct owner is David Stevens (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 July 2026
How does Stevens Capital Partners get paid?
Stevens Capital Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Stevens Capital Partners registered with the SEC?
Yes, Stevens Capital Partners has been registered with the SEC as an investment adviser since 11 January 2022. Its CRD number is 317517 and its SEC file number is 801-122960.
Source: Form ADV Part 1A, Item 1, filed 20 July 2026; IAPD firm record
How do I contact Stevens Capital Partners?
Stevens Capital Partners’ main office is at 15514 Spaulding Plaza, Suite D02, Omaha, NE 68116. Its phone number is 402-251-5800. Its website is stevenscapitalpartners.com.