Capital Management Services | 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.


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.

Capital Management

Captive Insurance Companies

Is your investment portfolio positioned for rising interest rates and inflation? Stephens works with captive insurance companies to craft risk managed portfolios that meet their company’s specific business objectives.

Whether we serve as an outsourced CIO, a pension management consultant, or in a traditional advisory role, our clients come first. These include companies, government entities, foundations and endowments, family offices, and high net worth individuals.

Our Services

Stephens Capital Management provides a broad array of discretionary and non-discretionary programs. Our solutions range from the conservative to the speculative in nature. We continuously evaluate funds on performance, fees, and manager adherence to stated objectives. This enables us to pursue asset preservation or appreciation as needed for trust programs, qualified retirement plans, and more.

Average Years of Experience
Assets Under Advisement

Meet our investment professionals

Our capital management professionals combine customized service with decades of specialized expertise. We have many longstanding client relationships. Discover how we can deliver enduring value.