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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.
Latest 13F Filing Activity
Stephens Group Asset Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 26 equity positions with a total 13F market value of $1B. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Vanguard Index FDS among other positions. Stephens Group Asset Management, LLC reduced exposure to Vanguard Index FDS, Ishares TR, Vanguard Index FDS among others.
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 |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Little Rock, AR , United States | |
C Clayton Getchell | Associate | Little Rock, AR , United States | |
C Craig Campbell | Associate | Little Rock, AR , United States | |
 | Associate | Fayetteville, AR , United States |
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