Alan Tedford
Stephens Group Asset Management · Little Rock, Arkansas
Alan Tedford is a fee-only financial advisor at Stephens Group Asset Management in Little Rock, Arkansas. Stephens Group Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Stephens Group Asset Management |
|---|---|
| Based in | Little Rock, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.70B across 446 accounts |
| SEC registration | Investment adviser representative in AR, TX · CRD 3091491 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sgassetmgt.com |
| Profile |
How Alan's firm compares
- Stephens Group Asset Management's average account is about $3.8 million, from its Form ADV (assets managed divided by 446 accounts).
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Questions about Alan
Is Alan Tedford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Stephens Group Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Stephens Group Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Alan Tedford based?
Alan Tedford is based in Little Rock, Arkansas.
Is Alan Tedford registered with the SEC?
Yes. Alan Tedford is registered as an investment adviser representative in AR and TX (CRD 3091491), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stephens Group Asset Management manage?
Stephens Group Asset Management reports $1.70B across 446 accounts in assets under management.
How do I contact Alan Tedford?
Through Alan's website, www.sgassetmgt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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