Data / Investment advisers / Nebraska / Stevens Capital Partners
Stevens Capital Partners, Omaha, NE: $810 million AUM, SEC registered investment adviser
Stevens Capital Partners is an SEC registered investment adviser with its main office in Omaha, Nebraska and reports $810 million in regulatory assets under management in its Form ADV filed July 20, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 317517
- SEC file number
- 801-122960
- SEC status
- Approved, effective January 11, 2022
- Legal name
- Stevens Capital Partners Inc
- Main office
- 15514 Spaulding Plaza Suite D02, Omaha, NE 68116
- Phone
- (402) 251-5800
- Website
- mypurposefulwealth.com
- Regulatory AUM
- $810,293,180 in the Form ADV filed July 20, 2026
- Discretionary AUM
- $809,903,166
- Non discretionary AUM
- $390,014
- Accounts
- 2,575
- Employees
- 21, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 96 | $478 million |
| Individuals (other than high net worth individuals) | 565 | $307.8 million |
| Corporations or other businesses | 16 | $17.4 million |
| Charitable organizations | 4 | $7.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $810.3 million | July 20, 2026 |
| March 2, 2026 | $600.7 million | February 12, 2026 |
| December 1, 2025 | $432.3 million | August 26, 2025 |
Other advisers in Omaha
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wealthplan Investment Management LLC | Omaha | $2.19 billion | 2 | adviserinfo.sec.gov |
| Carson Group Investing | Omaha | $2.05 billion | Not listed | adviserinfo.sec.gov |
| Tributary Capital Management, LLC | Omaha | $1.90 billion | Not listed | adviserinfo.sec.gov |
| Ironvine Capital Partners, LLC | Omaha | $1.14 billion | Not listed | adviserinfo.sec.gov |
| Wealthplan Partners | Omaha | $1.12 billion | Not listed | adviserinfo.sec.gov |
| The Magnolia Group, LLC | Omaha | $710.6 million | 1 | adviserinfo.sec.gov |
| Cambridge Advisors Inc | Omaha | $693.5 million | Not listed | adviserinfo.sec.gov |
| Westchester Capital Management Inc | Omaha | $691.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Omaha, NE
- Investment advisers in Nebraska
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Stevens Capital Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.