Stevens Capital Partners
Stevens Capital Partners is a fee-only, SEC-registered investment advisory and wealth management firm headquartered in Omaha, Nebraska. Founded in 2020, the firm focuses on providing purpose-driven investment advisory and comprehensive financial planning for individual and high-net-worth clients. It maintains a client-first approach, sophisticated financial planning processes, and dynamic portfolio management. Employee count is not disclosed, but the firm is recognized as one of the fastest-growing private companies in the Midwest.
Investment Strategy
Stevens Capital Partners employs a personalized, client-focused investment strategy that aligns portfolios with each client's unique goals, risk tolerance, and financial circumstances. The firm applies comprehensive risk analysis, strategic asset allocation, and rules-based decisions to construct portfolios. They utilize low-cost, tax-friendly investments and may recommend alternative investments for suitable clients. Their approach incorporates financial planning, regular stress-testing, and ongoing portfolio review, emphasizing clear communication and education on investment options and associated risks.
Top Holdings
Equity Positions (92)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 22.54% | $75.5M | 157,471 | $290.51 | $479.61 | +$5.1M |
I IVV | ISHARES TR | 6.22% | $20.8M | 31,151 | $486.93 | $669.30 | +$1.1M |
I ITOT | ISHARES TR | 4.86% | $16.3M | 111,729 | $92.27 | $145.65 | +$1.2M |
E EVTR | MORGAN STANLEY ETF TRUST | 3.68% | $12.3M | 239,599 | $51.35 | $51.45 | +$10.3M |
I IUSG | ISHARES TR | 3.45% | $11.5M | 70,175 | $102.41 | $164.54 | +$1.4M |