Frisco, TX Office

Stevens Capital Partners is an SEC‑registered advisory firm serving individuals (including high‑net‑worth clients), charitable organizations, and businesses; the firm reports roughly $810 million in assets under management across about 661 client relationships supported by a 10‑advisor team. It offers ongoing investment management, access to third‑party (outside) managers, and project‑based financial planning that covers retirement, estate, tax, business planning and exit strategies.

The firm constructs individualized investment policy statements and uses fundamental analysis alongside modern portfolio theory to guide portfolio construction, providing both discretionary and non‑discretionary management and periodic account reviews. SCP also coordinates with outside managers and custodians, and discloses use of a custodial platform (Fidelity) and related research, technology and practice‑management benefits it receives.

Compared with many peers, SCP discloses a number of referral and affiliated‑service arrangements: it may recommend and receive compensation for work with SCP Tax, LLC, an affiliated tax and business consulting entity, and it directly compensates external promoters for client referrals under written agreements. The brochure also describes participation in institutional custodian programs that provide marketing and practice‑management support and referral sources, a set of referral/marketing practices that are less common among comparable team firms.