A complete list of active advisors currently associated with Stevens Capital Partners

Warmer can help you find a great advisor at Stevens Capital Partners or one who fits your needs even better.

Stevens Capital Partners, Inc. is an SEC-registered advisory firm operating as a nine-advisor team that manages roughly $600.7 million for about 547 clients. The firm offers discretionary investment management, access to third‑party sub‑advisors (TAMPs), and project‑based financial planning covering retirement, tax planning, business and exit planning, cash flow, college savings, and insurance reviews. The firm develops client‑specific investment policies through personal discussions and constructs portfolios using fundamental analysis and Modern Portfolio Theory, with periodic (typically quarterly) account reviews. Stevens Capital Partners both manages portfolios directly and assists clients in selecting and monitoring outside managers, and it executes custody and brokerage services primarily through a Fidelity platform that supports trading, reporting, and research access. Notable distinctions disclosed in the brochure include an affiliated tax services business (SCP Tax, LLC) that the firm’s principals operate and may recommend to clients, with the potential for additional compensation. The brochure also discloses that the firm receives referrals and directly compensates outside promoters/solicitors under written agreements (ongoing percentage of AUM) and participates in custodian programs that provide platform and soft‑dollar benefits — practices that are less common among similarly sized team firms.

To learn more about the advisors currently working at Stevens Capital Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.