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Little Rock, AR Office

Team
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Stephens Group Asset Management, LLC logo

Stephens Group Asset Management, LLC

Team

Firm-wide stats for Stephens Group Asset Management, LLC

Total advisors

3

Across 2 offices

Clients per advisor

67 High

Avg AUM per client

$6,556,112 Very High

HNW client ratio

56% Very High

About

Stephens Group Asset Management (SGAM) provides discretionary investment management and ERISA plan advisory and consulting services to individuals, retirement accounts, trusts, estates, charitable organizations, corporations and other business entities. The firm’s offerings include proprietary ETF model portfolios and a fixed‑income strategy that invests in U.S. Treasury, agency and investment‑grade corporate bonds, and it provides financial planning to certain clients.

SGAM implements its strategies through proprietary ETF models and a duration‑focused fixed income approach, monitoring portfolios continuously and using proprietary analysis to assess market valuation and adjust allocations. The firm generally implements portfolios based on asset‐allocation preferences and boundaries set by clients and does not otherwise apply individualized objectives or time‑horizon inputs to its investment decisions unless specifically agreed.

The firm’s October 15, 2026 brochure reports $1.703 billion in discretionary assets under management, a scale that produces a relatively high AUM‑per‑advisor profile compared with many team firms. The brochure also discloses custodial and recordkeeper relationships (including Schwab support and economic benefits and relationships with Empower) and notes the firm’s use of advertised performance results and endorsements in its marketing—practices that are less common among peers.

Based on Stephens Group Asset Management, LLC

Expertise

Retirement income strategy Wealth management

Based on Stephens Group Asset Management, LLC

Occupation focus

Retired Founder/Business Owner

Based on Stephens Group Asset Management, LLC

Location

100 River Bluff Drive, Suite 220

Little Rock AR 72202-2215

Advisors at this office

2

Advisors at this office

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Sawyer D

Series 63, Series 65

Little Rock, AR

Stephens Group Asset Management, LLC

Sawyer Dunigan is a financial advisor at Stephens Group Asset Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens Group since 2026, following eight years at Stephens Inc. prior to that. Stephens Group Asset Management provides discretionary investment management and ERISA plan advisory services to a range of clients including individuals, trusts, and corporations. The firm uses proprietary ETF model portfolios and a fixed-income strategy focused on U.S. Treasury and investment-grade bonds, implementing portfolios based on client asset-allocation preferences.

Retirement income strategy Wealth management Retired Founder/Business Owner
user avatar

Alan T

Series 63, Series 65

Little Rock, AR

Stephens Group Asset Management, LLC

Alan Tedford is a financial advisor with Stephens Group Asset Management, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Stephens Inc. for 19 years before joining Stephens Group Asset Management in 2017. Outside of his advisory role, he serves as the managing member of Tedford Family, LLC, a holding company for a family farm, hunting club, and investments. Stephens Group Asset Management provides discretionary investment management and ERISA plan advisory services to individuals, retirement accounts, trusts, estates, charitable organizations, corporations, and other entities. The firm utilizes proprietary ETF model portfolios and a duration-focused fixed income strategy, continuously monitoring and adjusting allocations based on market valuations and client-established asset-allocation parameters.

Retirement income strategy Wealth management Retired Founder/Business Owner
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