Stevens Capital Partners Surpasses $800M AUM

Stevens Capital Partners has achieved a significant milestone, surpassing $800 million in assets under management less than six years after its inception. This impressive growth, marked by a 65% increase in assets over the past year, underscores the firm's rapid ascent in the wealth management sector. The Omaha-based Registered Investment Advisor (RIA) now serves clients across more than 40 states, with notable concentrations in Nebraska and New York.

Complementing its substantial AUM growth, Stevens Capital Partners has strategically acquired a well-established Dallas-based CPA tax practice. This move significantly bolsters the firm's integrated wealth management capabilities by incorporating over three decades of tax expertise and more than 300 new tax clients, including over 100 businesses spanning 15 states. The acquisition is designed to enhance the firm's ability to offer coordinated advisory services, encompassing investment management, tax planning, estate planning, business succession, and philanthropic strategies.

The firm's founder and CEO, David Stevens, who brings over 20 years of experience from TD Ameritrade, built Stevens Capital Partners on a philosophy that wealth management extends beyond portfolio growth. The core tenet is empowering clients to leverage their accumulated wealth to achieve personal aspirations, foster family objectives, and create lasting legacies. This client-centric approach, focusing on purpose-driven financial planning, has been instrumental in the firm's success.

This strategic acquisition aligns with Stevens Capital Partners' conviction that financial decisions, particularly those involving investments, taxes, and estates, are most effective when managed holistically. By integrating specialized tax expertise directly into its operations, the firm aims to provide advisors with enhanced capabilities to navigate the increasingly intricate financial situations of their high-net-worth and ultra-high-net-worth clientele. This integrated model also encompasses crucial services like business exit planning and dedicated philanthropic advisory.

The firm's rapid expansion is further evidenced by its consecutive inclusion on the Inc. 5000 list of America's fastest-growing private companies. This recognition highlights a robust growth trajectory fueled by strong, long-term client relationships, reflected in a remarkable 99% client retention rate. Stevens Capital Partners attributes its success to a commitment to investing in talent, advanced technology, and specialized expertise to continually refine its comprehensive wealth management platform.

Looking forward, Stevens Capital Partners intends to maintain its growth trajectory by continuing to invest in its people, technology, and specialized service offerings. The firm's commitment to community is also a defining characteristic, exemplified by its 10% Mission initiative, which dedicates a portion of its profits to charitable causes, and by providing employees with paid time off for volunteer work. This holistic approach to business, integrating financial acumen with personal purpose and community impact, positions Stevens Capital Partners for sustained success in the competitive wealth management arena.