Robert Stephen Capital Management LLC
Robert Stephen Capital Management LLC (CRD# 118588) is a financial advisory firm headquartered in Tulsa, OK. They manage $223,998,085 in 265 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management224MILLION
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Total Number of Accounts265ACCOUNTS
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Average Account Value$845,276
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, OK, TX
Robert Bandy (CRD# 4290169) is an Investment Advisor Representative working at Robert Stephen Capital Management LLC in Tulsa, OK and has over 23 years of experience in the finance industry.
Brian McGuire (CRD# 4075621) is an Investment Advisor Representative working at Robert Stephen Capital Management LLC in Claremore, OK and has over 24 years of experience in the finance industry.
Jay Stallsmith (CRD# 4571071) is an Investment Advisor Representative working at Robert Stephen Capital Management LLC in Tulsa, OK and has over 24 years of experience in the finance industry. Jay Stallsmith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Streeter (CRD# 2318269) is an Investment Advisor Representative working at Robert Stephen Capital Management LLC in Tulsa, OK and has over 31 years of experience in the finance industry.