Stevens Capital Partners Inc
- Regulatory AUM
- $810M
- Discretionary
- $810M
- Clients
- 681
- Avg AUM / client
- $1.2M
- Accounts
- 2,575
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 565 | $308M | 38.0% |
| High net worth individuals | 96 | $478M | 59.0% |
| Charitable organizations | 4 | $7.1M | 0.88% |
| Corporations and other businesses | 16 | $17.4M | 2.14% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David A Stevens | President & Chief Compliance Officer | CFP | Nov 2021 (5y) | 75% or more |
| Jason Wintersteen | Registered representative | May 2022 (4y) | ||
| Vincent Anthony Pappalardo | Registered representative | Nov 2023 (3y) | ||
| Ryan James Pramberg | Registered representative | Jan 2025 (2y) | ||
| Terrance James Hutchins | Registered representative | CFP | Aug 2025 (1y) | |
| Jacob Steven Anderson | Registered representative | CFP | Jan 2026 (1y) | |
| Justin William Reed Carlson | Registered representative | CFP Chartered Financial Consultant | Jan 2026 (1y) | |
| Ken Keyani | Registered representative | CFA | Jan 2026 (1y) | |
| Michele Ann Prell | Registered representative | CFP | Jan 2026 (1y) | |
| Carter James Masteller | Registered representative | CFP | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $537M (66% of AUM) Jul 2026
- Charles Schwab & Co. $207M (26% of AUM) Jul 2026
- National Financial Services (Fidelity) $180M (100% of AUM) Dec 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗