Related Companies | Stephens

Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Our Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

About Us

Related Companies


“Stephens” (the company brand name) is a leading family-owned investment firm that includes Stephens Inc. (member NYSE/SIPC), Stephens Investment Management Group, LLC, Stephens Insurance, LLC, Stephens Capital Partners LLC and Stephens Europe Limited.

Stephens Inc.

Stephens Inc. is headquartered in Little Rock, Arkansas. Founded in 1933, Stephens Inc. provides securities brokerage, investment banking and other financial services to a broad client base which includes corporations, state and local governments, financial institutions, institutional investors and individual investors throughout the United States and overseas. Stephens Inc. (Home Office: 111 Center Street, Little Rock, AR USA, 501-377-2000) is regulated by the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Member SIPC/NYSE. For more information, visit www.stephens.com.

Stephens Investment Management Group, LLC

Stephens Investment Management Group, LLC (“SIMG”), established in 2005, is a registered investment advisor managing portfolios of small and mid-cap growth equity investments. SIMG is registered with the Securities and Exchange Commission. For more information, visit www.stephensimg.com.

Stephens Insurance, LLC

Founded in 1987, Stephens Insurance is headquartered in Little Rock, Arkansas, and is one of the largest privately owned insurance brokerages in the Mid-South, operating out of offices in Fayetteville, Dallas, Jackson, Houston, and Birmingham. Stephens Insurance, LLC is licensed as an insurance agent with all states in the US where it conducts business. Stephens Insurance National Producer #8844362. For more information, visit www.stephensinsurance.com.

Stephens Capital Partners LLC

Stephens Capital Partners LLC manages private equity investments for Stephens’ family interests.

Stephens Europe Limited

Stephens Europe Limited (SEL) commenced operations in 2014 by establishing offices in London and Frankfurt. SEL advises on mergers, acquisitions, disposals, debt advisory and restructuring and general corporate finance strategy to both public and private companies, as well as private equity investors, governmental and other entities. In Europe, Stephens focuses primarily on the Business Services, Consumer, Financial Services, Healthcare, Industrials, TMT and Transport Services & Infrastructure industry sectors. Stephens Europe Limited (Registered office 12 Arthur Street, London, EC4R 9AB, Registered number 8817024) is authorised and regulated by the Financial Conduct Authority.