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| Stephens Investment Management Group LLC
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| CRD # | 136369 |
| SEC # | 801-64675 |
| CIK # | 0001427999, 0000757657, 0001349475, 0001957244, 0001314440, 0000094074 |
| AUM | 7.9 B (2026-03-31) |
| Employees | 22 (32% Investors, 9% Brokers) |
| Phone | 800-458-6589 |
| Address | 111 Center Street Little Rock, AR 72201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Energy Transfer Equity LP | 0.1 | ||
| Westrock Coffee Co | 0.1 | ||
| CS Disco Inc | 0.0 | ||
| Stubhub Holdings Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 143 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 5.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 9 | 1.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 6 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 0.0 |
| (n) Other | 18 | 0.1 |
| Total | 197 | 7.9 |
| By Discretionary | ||
| Discretionary | 197 | 7.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 197 | 7.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.9 | |
| Total | 197 | 7.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000757657] | |
| 4 | [0000757657] | |
| SC 13G | [0000757657] | |
| 13F-HR | [0001314440] | |
| SC 13G | [0001314440] | |
| SC 13G | [0001349475] | |
| 13F-HR | [0001427999] | |
| 3 | [0001427999] | |
| 4 | [0001427999] | |
| SC 13D | [0001427999] | |
| SC 13G | [0001427999] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.7B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Sg-1890 LLC | |
| Conns Inc | |
| Campbell Elizabeth Stephens | |
| Stephens Group, LLC | |
| Stephens W. R. Jr. | |
| Westrock Coffee Co | |
| SG-Coffee, LLC | |
| SG-Disco, LLC | |
| CS Disco, Inc. | |
| Stephens Inc /AR/ |
| Comparable Firms | State | AUM |
|---|---|---|
|
Marshfield Associates Inc
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|
DC | 8.1 B |
|
Human Interest Advisors LLC
✚
|
CA | 8.1 B |
|
The Huntington Investment Company
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|
OH | 7.9 B |
|
RBC Private Counsel USA Inc
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|
7.9 B | |
|
DF Dent and Company Inc
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|
MD | 7.9 B |
|
WGI DM LLC
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|
MA | 7.8 B |
|
Wedge Capital Management LLP
✚
|
NC | 7.8 B |
|
Ritholtz Wealth Management
✚
|
NY | 7.7 B |
|
Aldrich Wealth Limited Partnership
✚
|
OR | 7.6 B |
|
McMorgan & Company LLC
✚
|
CA | 7.6 B |