Stilwelll, OK Office

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.