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Stephens Inc.

● SEC registered since 1980CRD 3496SEC# 801-15510Little Rock, AR
Export (members)
Reg. AUM
$18.04B
Employees
611
Accounts
21,991
Location
Little Rock, AR

Stephens Inc. assets under management

Stephens Inc. is an SEC-registered investment adviser based in Little Rock, AR. The firm has been registered since 1980. It reports $18 billion in regulatory assets under management and employs 611 people.

Stephens Inc. owners & executives

24 reported
NameTitleOwnershipSince
Curtis Franklin Jr Bradbury ControlVice Chairman Of BoardUnder 5%2023
Donald Lawrence ChaneySenior Vice President And Chief Compliance Officer - Broker Dealer/Investment AdvisorUnder 5%2015
John Calhoun Stephens ControlCo-Chief Executive OfficerUnder 5%2025
Joseph Bradford Eichler ControlSr Exec Vp, Chief Operating Officer, DirectorUnder 5%2023
Laura Stephens Brookshire ControlSenior Executive Vice PresidentUnder 5%2025
Mark Christopher Doramus ControlSenior Executive Vice President/Cfo/Secretary/TreasurerUnder 5%2006
Rachel Elizabeth Mondl MayoExecutive Vice President/General CounselUnder 5%2022
Si Holdings Inc. ControlShareholder CommonOver 75%2006
Warren Miles Amerine Stephens ControlCo-Chief Executive OfficerUnder 5%2025
Zoe Ann HinesExecutive Vp, Assistant Cfo & Controller, Designated Nyse Chief Operations OfficerUnder 5%2005
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Frequently asked questions

How much does Stephens Inc. manage?

Stephens Inc. reports $18 billion in regulatory assets under management on its Form ADV.

How many employees does Stephens Inc. have?

Stephens Inc. reports 611 employees.

Where is Stephens Inc. located?

Stephens Inc. is based in Little Rock, AR and has been SEC-registered since 1980.

Does Stephens Inc. disclose fund performance?

Stephens Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 Center St, Little Rock, AR 72201
Phone501-377-2000
Fax501-377-2495
Office hours8:00a.m. To 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK757657
Discloses disciplinary historyYes

Regulatory AUM

$18.04B▲ 22%
Feb '25 — $14.78BMar '25 — $15.61BApr '25 — $15.61BMay '25 — $15.61BJun '25 — $15.61BJul '25 — $15.61BAug '25 — $16.44BSep '25 — $16.44BOct '25 — $16.44BNov '25 — $16.44BDec '25 — $16.44BJan '26 — $16.44BFeb '26 — $16.44BMar '26 — $18.04BApr '26 — $18.04BMay '26 — $18.04BJun '26 — $18.04BJul '26 — $18.04B
Feb '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 6%
Larger than 94% of 16,306 advisers
EmployeesTop 1%
More than 99% of 16,824 advisers

Assets under management

$18.04Bregulatory AUM
Discretionary $13.83BNon-discretionary $4.22B