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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CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
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