|
⚲
|
| Stevens Capital Partners Inc
✚
|
|
|---|---|
| CRD # | 317517 |
| SEC # | 801-122960 |
| CIK # | 0001965176 |
| AUM | $432.3 M (2025-07-21) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 402-251-5800 |
| Address | 15514 Spaulding Plaza Omaha, NE 68116 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Union Pacific Corp | 8.4 | ||
| Apple Inc | 2.7 | ||
| Nvidia Corp | 1.9 | ||
| Microsoft Corp | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 456 | 280.5 |
| (b) Individuals (high net worth individuals) | 29 | 100.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 14.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 36.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,854 | 432.3 |
| By Discretionary | ||
| Discretionary | 1,853 | 432.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,854 | 432.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 432.3 | |
| Total | 1,854 | 432.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965176] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
WrapManager Inc
✚
|
CA | 0.4 |
|
Independence Financial Advisors LLC
✚
|
NH | 0.4 |
|
Founders Grove Wealth Partners LLC
✚
|
VA | 0.4 |
|
Klosters Capital LLC
✚
|
FL | 0.4 |
|
Clelland & Co Inc
✚
|
CA | 0.4 |
|
Truenorth Wealth & Impact LLC
✚
|
MO | 0.4 |
|
Florek Financial LLC
✚
|
MA | 0.4 |
|
Physicians Financial Services Inc
✚
|
NC | 0.4 |
|
Oneascent Wealth Management LLC
✚
|
AL | 0.4 |
|
MNS Financial Management LLC
✚
|
FL | 0.4 |