Firm
Stephens Group Asset Management
Little Rock, Arkansas
Fee-only
Stephens Group Asset Management at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 4 employees and 200 individual clients, 111 of them high net worth.
- Its average account is about $3.8 million (assets it manages divided by its 446 accounts).
Facts
| Based in | Little Rock, Arkansas |
|---|---|
| Website | sgassetmgt.com |
| [email protected] | |
| Phone | (501) 246-7500 |
Stephens Group Asset Management fees
Stephens Group Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $1.7 billion |
| Individual clients | 89 |
| High-net-worth clients | 111 |
| Accounts managed | 446 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-111747) |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 288981 |