Stevens Capital Partners

Stevens Capital Partners (CRD# 317517) is a financial advisory firm headquartered in Omaha, NE. They manage $302,663,129 in 1,267 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
15514 Spaulding Plaza, Suite D02, Omaha, NE 68116
https://stevenscapitalpartners.com
By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    1,267
    ACCOUNTS
  • Average Account Value
    $238,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IA, IL, MN, NC, NE, NY, PA, TX

Financial Advisors at Stevens Capital Partners
Showing 1 - 2 of 2 top financial advisors.
1
Elizabeth Campney, financial advisor Omaha NE
Elizabeth A. Campney
CRD#: 4795152
15514 Spaulding Plaza, Suite D02, Omaha, NE 68116

Elizabeth Campney (CRD# 4795152) is an Investment Advisor Representative working at Stevens Capital Partners in Omaha, NE and has over 19 years of experience in the finance industry.

2
Vincent Pappalardo, financial advisor Ronkonkoma NY
Vincent A. Pappalardo
CRD#: 7827330
Ronkonkoma, NY

Vincent Pappalardo (CRD# 7827330) is an Investment Advisor Representative working at Stevens Capital Partners in Ronkonkoma, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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