STEVENS CAPITAL PARTNERS
Firm details
- Headquarters
- OMAHA, Nebraska
- CRD number
- 317517
- Registered since
- January 11, 2022
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.12%
- HNWI31.86%
- Corporations / Businesses10.6%
- Charitable Organizations4.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Stevens Capital Partners is an independent, SEC-registered advisory firm that positions itself as a capital allocator serving both individual/family clients and institutional mandates. The firm offers a mix of fee arrangements — percentage of assets under management, hourly and fixed fees — and provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and selection of third‑party advisers. It also engages in other financial product sales. The firm is listed as an individual‑owner corporation and has been SEC‑registered since 2022. Stevens Capital Partners is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities12%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents6%
- Private Funds2%
Contacts
3 of 10Vincent Pappalardo
Investment Advisor RepresentativeCRD 7827330
MICHELE PRELL
Senior Financial PlannerCRD 5758020
Achamenide Keyani-Ahmadi
Porfolio ManagerCRD 7956693
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OMAHA, NE
DOUGLAS
Location
OMAHA, NE
Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- DOUGLAS
- Address
- 15514 Spaulding Plz
- Time zone
- CT (UTC-6)
- Office locations
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