# Stevens Capital Partners

> Stevens Capital Partners is an SEC-registered investment advisory firm in Omaha, NE, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 317517
- Filed as: STEVENS CAPITAL PARTNERS
- Legal name: Stevens Capital Partners Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317517
- AdvisorCensus page: https://advisorcensus.com/firm/stevens-capital-partners-omaha-ne-317517

## Quick answers

**How is Stevens Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Stevens Capital Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Stevens Capital Partners located?**
Stevens Capital Partners' principal office is in Omaha, NE, according to its Form ADV.

**Is Stevens Capital Partners registered with the SEC or a state?**
Stevens Capital Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317517.

**How much does Stevens Capital Partners manage?**
Stevens Capital Partners reports $810,293,180 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary).

**How have Stevens Capital Partners' assets and staff changed since 2022?**
In the Form ADV data for Stevens Capital Partners: Regulatory assets under management: $180,325,391 in the October 2022 data and $810,293,180 in the October 2026 data, up 349%. Total employees: 3 in October 2022 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stevens Capital Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (565); high net worth individuals (96); corporations or other businesses not listed above (16).

**Which custodians does Stevens Capital Partners use?**
Stevens Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Stevens Capital Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317517

**Does Stevens Capital Partners state an account minimum?**
Its Form ADV Part 2A brochure dated July 20, 2026 says: "We do not have a minimum account size requirement."

**What changed in Stevens Capital Partners' recent Form ADV filings?**
In the August 2026 filing data: Regulatory assets under management went from $600,726,359 to $810,293,180 (+35%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 20, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $810,293,180
- Discretionary: $809,903,166
- Non-discretionary: $390,014

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 565 | $307,774,250 |
| High net worth individuals | 96 | $478,048,370 |
| Charitable organizations | 4 | $7,111,520 |
| Corporations or other businesses not listed above | 16 | $17,359,040 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 21 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, IA, IL, LA, MN, NC, NE, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mypurposefulwealth.com
- stevenscapitalpartners.com
- Facebook @stevenscapitalpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $180,325,391 | 3 | September 9, 2022 |
| October 2023 | $207,096,961 | 6 | May 26, 2023 |
| October 2024 | $302,663,129 | 9 | April 17, 2024 |
| October 2025 | $432,260,720 | 9 | July 21, 2025 |
| October 2026 | $810,293,180 | 21 | July 20, 2026 |

Regulatory assets under management: $180,325,391 in the October 2022 data and $810,293,180 in the October 2026 data, up 349%.
Total employees: 3 in October 2022 and 21 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $600,726,359 to $810,293,180 (+35%).
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Registered or notice-filed in LA.

### March 2026
- Employees performing advisory functions went from 6 to 10.
- Regulatory assets under management went from $432,260,720 to $600,726,359 (+39%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stevens Capital Partners (CRD 317517): Form ADV filing data as of October 2026.