Stephens Group Asset Management, LLC
SEC RegisteredStability. Strength. Integrity.
About the firm
Stephens Group Asset Management LLC (SGAM) is an SEC-registered investment adviser, founded in 2017 by Witt Stephens, Jr. and Elizabeth Campbell in partnership with Alan and Bill Tedford. The alignment of values, business practices, and economic perspectives has enabled SGAM, in partnership with the Stephens Group, to provide customized wealth management and discretionary advice to a wide range of clients. In 2019, SGAM expanded its offerings to include non-discretionary advice to retirement plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized equity and fixed income management, fee-only fully discretionary advice, separately managed accounts, and highly personal service with a dedicated team. The firm also provides wealth management, financial planning guidance, and tax-efficient strategies utilizing passive, low-cost exchange traded funds.
Who they serve
Endowments, individuals and families, non-profit organizations, private foundations, retirement plans, corporations, and trusts and estates.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 89 | $52M |
| High Net Worth Individuals | 111 | $1.3B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 7 | $43M |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
33 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Fixed Income - Up to $50M | 0.20% |
| Fixed Income - Above $50M | — |
| ETF Model - First $2M | 0.60% |
| ETF Model - Next $3M | 0.50% |
| ETF Model - Next $5M | 0.40% |
| ETF Model - Next $10M | 0.30% |
| ETF Model - Next $10M | 0.15% |
| ETF Model - Next $10M | 0.10% |
| ETF Model - Next $10M | 0.08% |
| ETF Model - Next $50M | 0.06% |
| ETF Model - Above $100M | — |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephens Group Asset Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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