Stephens Group Asset Management, LLC
Stephens Group Asset Management LLC (SGAM) is an SEC-registered investment adviser headquartered in Little Rock, Arkansas. Established in 2017 by Witt Stephens, Jr. and Elizabeth Campbell in partnership with Alan and Bill Tedford, the firm leverages decades-long family relationships and advisory experience to provide wealth management and investment services to a variety of clients, including individuals, high-net-worth individuals, retirement plans, charitable organizations, and corporations. SGAM employs a small, specialized team and currently manages over $1.1 billion in assets for 371 accounts as of mid-2024, focusing on customized investment solutions and portfolio management.
Investment Strategy
Stephens Group Asset Management LLC's investment strategy centers on building customized client portfolios using proprietary index blends and an all-ETF asset allocation methodology developed from decades of portfolio management experience. Their approach emphasizes tailored portfolio construction based on each client’s specific needs, providing both discretionary and non-discretionary advice. The firm serves a broad range of clients, reflecting a philosophy rooted in long-term relationships, values alignment, and disciplined, evidence-based investment management.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOE | VANGUARD INDEX FDS | 12.90% | $191.4M | 1,096,256 | $128.99 | $174.58 | -$4.4M |
V VTV | VANGUARD INDEX FDS | 12.15% | $180.2M | 966,322 | $137.40 | $186.49 | +$16.1M |
V VUG | VANGUARD INDEX FDS | 10.22% | $151.7M | 316,235 | $238.12 | $479.61 | +$2.4M |
V VOT | VANGUARD INDEX FDS | 8.87% | $131.5M | 447,765 | $193.14 | $293.79 | +$23.4M |
I IWS | ISHARES TR | 6.70% | $99.5M | 712,170 | $94.65 | $139.67 | +$1.2M |