STEVENS CAPITAL PARTNERS

15514 Spaulding Plaza
Suite D02
Omaha, Nebraska 68116
Tel: 402-251-5800

About STEVENS CAPITAL PARTNERS

STEVENS CAPITAL PARTNERS, formally registered with the SEC as STEVENS CAPITAL PARTNERS. The firm was established in 01/11/2022. They have over 1 offices throughout the country.

STEVENS CAPITAL PARTNERS is a Omaha, Nebraska based Financial Planning firm with nearly $374,017,112 assets under management, offering retirement planning & investment advisory services to 1608 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317517
SEC#	801-122960
Assets Managed by Firm	$374,017,112
No. of Clients	1608
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1608	$374,017,112
Individuals (other than high net worth individuals)	408	$255,582,177
High net worth individuals	26	$71,682,589
Charitable organizations	5	$13,914,312
Corporations or other businesses	21	$32,838,034

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FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
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