STEPHENS INC Overview
Stephens Inc is an investment advisor that manages 6.8 BN dollars in regulatory AUM and has 627 employees, of which 243 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 5BN in positions, representing 67% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 5BN in positions, representing 67% of the manager's regulatory AUM.
STEPHENS INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STEPHENS INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 3.23% | ETF | 12.13% | 0% | 0 | 9% | ||
| IWS | 2.49% | ETF | 7.8% | -0.08% | 3 | 4% | ||
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FEATURED IN
STEPHENS INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Warren Amerine Stephens | President/Ceo/Director | June-1985 |
| David Arceneaux Knight | Executive Vice President/General Counsel | May-1988 |
| Phillip Allen Shellabarger | Senior Vice President And Chief Compliance Officer - Broker Dealer | March-1985 |
| Curtis Franklin Jr Bradbury | Sr Exec Vp, Chief Operating Officer, Director | April-1995 |
| Mark Christopher Doramus | Senior Executive Vice President/Cfo/Secretary/Treasures | January-2006 |
| Zoe Ann Hines | Executive Vp, Assistant Cfo & Controller, Designated Nyse Chief Operations Officer | January-2005 |
| David Cannon Prince | Senior Vice President/Associate General Counsel, Chief Compliance Officer Of Investment Advisor | October-2014 |
STEPHENS INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STEPHENS INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
SCM currently offers discretionary portfolios of equity, fixed income and alternative asset classes and provides asset allocation advice to clients. As an operating division of Stephens, SCM has a unique perspective on investing that enables SCM to spot opportunities that others miss and avoid the pitfalls of narrow, short-term thinking.
Independence also affords us the flexibility to adapt our strategies to a changing financial
environment while maintaining a focus on long-term growth and capital appreciation.
SCM's Investment Advisor Representatives take into account both our clients' unique situations and the changing financial markets in developing investment strategies tailored to meet our clients' financial goals.
We utilize street and independent sources for our research, but it is not the sole basis of our investment decision making process. Other sources of information we uti...
Unlock Full Investment Process Description
SCM currently offers discretionary portfolios of equity, fixed income and alternative asset classes and provides asset allocation advice to clients. As an operating division of Stephens, SCM has a unique perspective on investing that enables SCM to spot opportunities that others miss and avoid the pitfalls of narrow, short-term thinking.
Independence also affords us the flexibility to adapt our strategies to a changing financial
environment while maintaining a focus on long-term growth and capital appreciation.
SCM's Investment Advisor Representatives take into account both our clients' unique situations and the changing financial markets in developing investment strategies tailored to meet our clients' financial goals.
We utilize street and independent sources for our research, but it is not the sole basis of our investment decision making process. Other sources of information we uti...
Unlock Full Investment Process Description
STEPHENS INC Portfolio Concentration
STEPHENS INC Location
111 CENTER ST
LITTLE ROCK, Arkansas
UNITED STATES, 72201
LITTLE ROCK, Arkansas
UNITED STATES, 72201
STEPHENS INC Contact Information
Phone Number: 501-377-2000
Fax Number: 501-377-2495
Website: null
Fax Number: 501-377-2495
Website: null
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