Stevens Investment Counsel LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stevens Investment Counsel LLC serves individuals, high‑net‑worth individuals, charitable organizations, and businesses with asset management and financial planning and consulting services. The firm offers continuous custodial account supervision and written financial plans covering tax planning, retirement, insurance, education, and other objectives; as of the brochure date it was newly registered and reported no assets under management.
The firm describes a multi‑disciplinary investment approach that uses fundamental, technical, and quantitative analysis alongside both strategic and tactical asset‑allocation methods, and it may employ hedging techniques (including options and certain ETFs) where appropriate. Portfolios can be managed on a discretionary basis when authorized, with at least annual portfolio reviews and quarterly planning updates, and clients may impose reasonable investment restrictions.
Compared with many small independent advisers, the firm is notable for being newly formed with no current clients or AUM and for including financial planning at no additional charge alongside its advisory services. The brochure also highlights operational choices that may differ from peers, including recommending a major institutional custodian for client assets, reliance on certain custodian services and support, and an organizational posture that the firm does not characterize as a typical solo‑practitioner model.
Client services
Expertise
Occupation focus
Fee options
$500,000 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.67% $5,000,001+: Negotiable
Account minimum: $500,000
Main office
501 Union St Ste 545 Pmb 162854
Nashville TN 37219-1876
Advisors at this office
1
Most active in
Georgia · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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