# Stevenson Advisory Services & Investments

> Stevenson Advisory Services & Investments is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 317925
- Filed as: STEVENSON ADVISORY SERVICES & INVESTMENTS
- Legal name: Stevenson, Vint, Wayne
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317925
- AdvisorCensus page: https://advisorcensus.com/firm/stevenson-advisory-services-and-investments-317925

## Quick answers

**How is Stevenson Advisory Services & Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Stevenson Advisory Services & Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Stevenson Advisory Services & Investments registered with the SEC or a state?**
Stevenson Advisory Services & Investments is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317925.

**How much does Stevenson Advisory Services & Investments manage?**
Stevenson Advisory Services & Investments reports $5,300,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Stevenson Advisory Services & Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (2).

**Does Stevenson Advisory Services & Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317925

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $5,300,000
- Discretionary: $5,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $3,000,000 |
| High net worth individuals | 2 | $2,300,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stevenson Advisory Services & Investments (CRD 317925): Form ADV filing data as of October 2026.