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ROBERT STEPHEN CAPITAL MANAGEMENT LLC
4111 S. Darlington
Suite 120
Tulsa, Oklahoma 74135
Tel: 918-481-6262
About ROBERT STEPHEN CAPITAL MANAGEMENT LLC
ROBERT STEPHEN CAPITAL MANAGEMENT LLC, formally registered with the SEC as ROBERT STEPHEN CAPITAL MANAGEMENT LLC. The firm was established in 01/07/2008. They have over 1 offices throughout the country.
ROBERT STEPHEN CAPITAL MANAGEMENT LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $223,998,085 assets under management, offering retirement planning & investment advisory services to 265 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118588 |
| SEC# | 801-68644 |
| Assets Managed by Firm | $223,998,085 |
| No. of Clients | 265 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 265 | $223,998,085 |
| Individuals (other than high net worth individuals) | 56 | $34,149,712 |
| High net worth individuals | 32 | $189,848,373 |
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